$31MM AUM | $115,000 GDC in Newark, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Newark, OH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$115,000.00
# of Accounts
350
Avg Client Age
64
Overview

We are State Reg. RIA firm. Revenue is fee based with TAMP's.
We also offer life ins. and traditional estate and financial planning. Specialize in Retirement Income funding options, Charitable and Legacy Planning. We use DFA Funds.

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