$140MM AUM | $1.8MM GDC in Maumee, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Maumee, OH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
2,000
Avg Client Age
65
Overview

I am looking to grow America's Retirement Headquarters, home of The Retirement Guys Formula, Camelot Portfolios, Munn Wealth Management and several other businesses that help local residents close to or in retirement time. I am looking to combine and grow our RIA, The Retirement Guys Formula, and interested in merging with a professional that loves money management or professionals that want to grow by adding more retail clients. Feel free to visit our website at ___ I also am an owner in Peak Brokerage Services, a Broker Dealer, and can help with growth of a traditional Registered Representatives business.

Advisory services offered through The Retirement Guys Formula, a Registered Investment Adviser. Securities offered through Peak Brokerage Services, LLC. The Retirement Guys Formula is a separate and independent entity from Peak Brokerage Services, LLC. Member FINRA/SIPC.

Securities offered in AZ, FL, IN, KY, MI, MN, NY, OH, OK, PA, TN. Advisory Services offered in OH, MI, PA

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