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

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
371 days old
General
Compatibility
Location
Miamisburg, OH, US
Listing Type
Join A Practice
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...