$8MM AUM | $80,000 GDC in North Olmsted, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
318 days old
General
Compatibility
Location
North Olmsted, OH, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
125
Avg Client Age
57
Overview

We're looking for growth! At this time we'd like to acquire full/partial books of business and add additional talent (advisors) to our branch office.
- If you're an advisor that's looking to exit the business or downsize, I'd like to speak with you!
- If you're currently looking at Broker/Dealer options, I'd like to talk with you, as well!

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