Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Pepper Pike, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$275,000.00
# of Accounts
45
Avg Client Age
62
Overview

Boutique money manager looking to grow with operations in Pepper Pike, Ohio and Chicago western suburbs. 24 year track record, led by a CFA, with an average AUM $1+ million. Open to firms with some level of financial planning business.

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