$5MM AUM in Wickliffe, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Wickliffe, OH, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$5,000,000.00
# of Accounts
20
Avg Client Age
60
Overview

I'm looking to be a successor to a fee only practice in NE Ohio and bring my few clients along with me.

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