Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
631 days old
General
Location
Columbus, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$165,000,000.00
Gross Revenue
$914,000.00
# of Accounts
579
Avg Client Age
60
Overview

Fee only financial planning and wealth management firm. Looking to add planning professionals to the firm either through acquisition/merger with another firm or through direct hire.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...