$100MM AUM | $600,000 GDC in Columbus, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Columbus, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$600,000.00
# of Accounts
600
Avg Client Age
60
Overview

I am looking to purchase a practice or two to gather assets and create economy of scale. Looking for practices that primarily use mutual funds as investments for their clients. Prefer buying a practice that the owner is retiring and willing to stay on thru a 2 or 3 year transition phase.

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