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Financial Advisor   

$45MM AUM | $500,000 GDC in Independence, OH

Member Level
Lite
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Independence, OH, US
12 Month Gross Revenue
$500,000
Number of Accounts
175
Avg Client Age
65

Overview

We are a RIA that focuses on planning and asset management. We have a very holistic approach with clients and are focused on being very competitive in the market place. We are looking for a practice that may be looking to transition there clients to the RIA space or begin the succession planning not only for themselves but their clients.

 

Has Office Space to Share in Independence, OH

I have a office on rockside rd in Independence with a conference room and reception area

Contact to discuss details
 
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