$32MM AUM | $350,000 GDC in Mason, OH

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
103 days old
General
Listing Type
Buyer | Merge | Succession
Location
Mason, OH, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
400
Avg Client Age
60
Overview

My Partners and I are looking for an eventual succession partner to take over at least half the business as well as help with providing customer service and marketing. Eventually selling 100% of our business to the advisor(s)

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