Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Solon, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$600,000.00
# of Accounts
100
Avg Client Age
60
Overview

We are primarily a qualified plan shop, servicing 401(k), DB and 403(b) plans. We also provide financial planning and wealth management for individuals and families.
We are interested in acquiring small practices similar to ours that are in our area.

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