$19MM AUM | $200,000 GDC in Mount Vernon, OH

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
71 days old
General
Listing Type
Buyer | Merge
Location
Mount Vernon, OH, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
187
Avg Client Age
61
Overview

Looking to acquire a financial planning practice in Central Ohio sometime in the next 0 - 5 years. I have been an advisor and planner since 2006 and opened my own practice in 2015. I have seen a 30% average growth rate in AUM since going independent. I am bringing on a new advisor in Sept of 2018. We are willing to travel and grow as needed.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...