Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
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.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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