$33MM AUM | $300,000 GDC in Miamisburg, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
256 days old
General
Listing Type
Successor
Location
Miamisburg, OH, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
163
Avg Client Age
55
Overview

Looking for advisors to join my RIA. Building the brand and eventually taking over my retail book is specifically what i'm looking for.

You must currently have a book of business to inquire. You must also be able to market and have a clean compliance record. I have space available currently.

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