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

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
411 days old
General
Compatibility
Location
Mason, OH, US
Listing Type
Buyer | Merge | Find Successor
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)

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...