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

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
335 days old
General
Location
Cleveland, OH, US
Listing 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...