Market
RIA
Member Level
Basic
Last Activity
this week
General
Location
Cleveland, OH, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
AUM
$4,000,000.00
# of Accounts
7
Avg Client Age
62
Overview

I'm interested in merging with, or joining, a more established or actively growing RIA firm. As a younger advisor, I would also consider succession opportunities.

$4mm AUM | Fee-Only

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