Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months
Profile Age
690 days old
General
Location
Cleveland, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$7,000,000,000.00
Gross Revenue
$40,000,000.00
# of Accounts
50,000
Avg Client Age
54
Overview

Small Financial Planning Firm with tremendous resources and 200 Financial Planners looking to assist advisors in providing a solid home for their clients when they are looking to transition out of the business. We have planners all over the state of Ohio, mostly concentrated in Cleveland, Columbus, Cincinnati, Toledo, and Akron.

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