$55MM AUM | $675,000 GDC in Dublin, OH

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Dublin, OH, US
Fee 0% Commission 100%
Gross Revenue
$675,000.00
# of Accounts
300
Avg Client Age
50
Overview

We help clients build wealth with a purpose. As a holistic wealth advisory firm we help coordinate all aspects of our client's financial. We are a hybrid firm. Investments are handled through our independent RIA and we also sell life and disability insurance.

Our firm is interested in growing by acquiring another company in the the Central Ohio area.

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