$135MM AUM | $850,000 GDC in Concord, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Concord, OH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Have three advisors in process of selling their businesses to us. Looking for advisors ready or close to retirement looking for a home.

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