Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
742 days old
General
Location
Columbus, OH, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$100,000.00
# of Accounts
100
Avg Client Age
57
Overview

business make up is roughly 40% retirement plans, mutual funds and 10% fee based third party money managers. Over 30 years in the business. Moving more to fee based. First looking to merge or associate as part of a team approach then buy.

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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