$22MM AUM | $210,000 GDC in Centerville, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
298 days old
General
Compatibility
Location
Centerville, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$210,000.00
# of Accounts
180
Avg Client Age
55
Overview

I am a younger advisor looking to acquire similar fee-based financial planning practices.

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