$128MM AUM | $700,000 GDC in Columbus, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Columbus, OH, US
Fee 0% Commission 100%
Gross Revenue
$700,000
# of Accounts
3,000
Avg Client Age
55
Overview

We are a group of financial planners looking to acquire clients from another advisor.

Extended Profile Information

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