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

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Independence, OH, US
Fee 0% Commission 100%
$500,000
Gross Revenue
175
# of Accounts
65
Avg Client Age
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
 
Extended Profile Information

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