$18MM AUM | $135,000 GDC in Northfield, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
304 days old
General
Location
Northfield, OH, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$18,000,000.00
Gross Revenue
$135,000.00
# of Accounts
165
Avg Client Age
57
Overview

I am a fee only financial planner focused on helping clients match their money with their lives. I would like to find a practice to purchase, or merge with in order to create continuity and continue to grow.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...