$140MM AUM | $800,000 GDC in Cincinnati, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
242 days old
General
Location
Cincinnati, OH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$800,000.00
# of Accounts
450
Avg Client Age
58
Overview

Team of 3 FAs helping clients with Income, Lifestyle and Legacy using investment management, estate planning and goal-based financial planning to get there.

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