$100MM AUM | $255,000 GDC in Avon, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
611 days old
General
Location
Avon, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$255,000.00
# of Accounts
210
Avg Client Age
50
Overview

I focus on the defined contribution space with a large percentage of asset under management on this side of the business. I have a partner that works more on the fee based wealth management side handling rollovers from the DC business along with roughly $10MM of other individual client assets.

I am looking to grow this business by acquiring a similar business practice,

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