$1.4B AUM | $5.5MM GDC in Cincinnati, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
300 days old
General
Compatibility
Location
Cincinnati, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$5,500,000.00
# of Accounts
2,500
Avg Client Age
60
Overview

We are a regional money management and employee benefit firm looking to acquire or merge a practice into ours. We are a 70 year old firm independently owned.

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