$110MM AUM | $300,000 GDC in Toledo, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Toledo, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$300,000.00
# of Accounts
800
Avg Client Age
40
Overview

I've been in business for 17 years and have a couple partners. We are looking to expand and want to acquire another practice. We have a well rounded practice with specialties in different areas. We have some unused office space in our building so would be open to moving someone in while the transition happens. We purchased one practice a few years ago so we have experience in merging the practices.

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