$30MM AUM | $250,000 GDC in Westlake, OH

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession | Successor
Location
Westlake , OH, US
Fee 0% Commission 100%
$250,000
Gross Revenue
500
# of Accounts
45
Avg Client Age
Overview

30%insurance. 33% mutual funds. 33% Advisory

Extended Profile Information

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