$3.5MM AUM | $58,000 GDC in Cleveland, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
442 days old
General
Location
Cleveland, OH, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$3,500,000.00
Gross Revenue
$58,000.00
# of Accounts
30
Avg Client Age
34
Overview

It's my intention as I continue to build my career that I develope into a 100% fee-based practice. My focus is working with entrepreneurs and private business owners, helping them to grow and develop their businesses leading to their ultimate business transition or 3rd party sale.

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