$75MM AUM | $600,000 GDC in Beachwood, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
441 days old
General
Location
Beachwood, OH, US
Listing Type
Find Successor | Continuity
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$600,000.00
# of Accounts
600
Avg Client Age
55
Overview

Looking for the right person to join a small and very unique practice. Our business has grown by >20%/year each of the last 5 years all through referrals.

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