$670MM AUM in Columbus, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Columbus, OH, US
Listing Type
Merge | Find Successor | Buyer
Fee 0% Commission 100%
# of Accounts
700
Avg Client Age
55
Overview

A 40 year wealth management firm looking to grow.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...