Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Columbus, OH, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
1,200
Avg Client Age
57
Overview

We operate in a team environment with and emphasis on overall wealth management rather than just portfolio management. We have been an RIA since 1989 and run primarily discretionary portfolios. We also have a concentration of 401(k)s. We work with individuals, companies, associations and foundations. We have an established pipeline perfect for advisors who want a specialized clientele

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