Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
483 days old
General
Location
Dayton, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000,000.00
Gross Revenue
$18,000,000.00
# of Accounts
20,000
Avg Client Age
60
Overview

Currently our firm , Westminster Financial is a 50 year old fee based RIA, broker -dealer and and insurance based organization headquartered in the mid west in Dayton Ohio. We are looking for opportunities to partner with RIA or commission based financial professionals who may be searching for a succession plan or a straight out purchase of their practice. We currently would be looking to expand within the northeast footprint from Ohio/Michigan south to Washington DC and then north to Boston in everywhere in between. .

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