$630MM AUM | $1 GDC in Cincinnati, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Cincinnati, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$630,000,000.00
Gross Revenue
$1.00
# of Accounts
1,000
Avg Client Age
60
Overview

HCM is a Wealth Management Firm focused on tax efficient retirement planning.
I received email solicitations to explore the site. I am interested in learning about acquisition opportunities.

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