$87MM AUM | $1MM GDC in Lancaster, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
455 days old
General
Location
Lancaster, OH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$87,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
347
Avg Client Age
57
Overview

As we look to expand into the Columbus market, we are looking for interested sellers within a reasonable proximity to our current location. Our business takes a holistic approach to planning, and we plan to grow significantly over the next two decades. Ideally, we are interested in advisers that are nearing or at the end of their career, who are looking to find a firm that will provide their clients with a platinum level of care and service after their retirement. We are also looking to bring on additional advisers as we grow.

If you're interested in learning more about our firm, and the possibility of working together, please email me your contact info and location.

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