$40MM AUM | $350,000 GDC in Solon, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Solon, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
200
Avg Client Age
60
Overview

I opened a new office in Northeastern Ohio and I am looking for opportunities to either pair with a soon to be retiring advisor or insurance agent or to buy their book of business. I am most interested in the potential of the BoB not necessarily the current revenue generation.

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