Overview

I am currently an Investment Wholesaler (MFs, ETFs, CEFs, SMAs ) seeking to obtain a Practice from any of the following areas - WIRE, Independent or RIA with a minimum of 25m in AUM that is in a 100 mile radius of Cincinnati, OH. The recurring revenue needs to be at least 20m of the book and open to discussing on how we''ll finance the deal, etc.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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