$35MM AUM | $250,000 GDC in Independence, OH

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Independence, OH, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
400
Avg Client Age
53
Overview

15-year advisor, CFP, continuing to grow AUM-based practice though strategic acquisition of similar clients. Use eMoney for planning, NFS for clearing.

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