Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
362 days old
General
Location
Columbus, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$130,000.00
# of Accounts
654
Avg Client Age
60
Overview

Looking to acquire a wealth management practice in order to expand upon the current book of business. This is a wealth management practice affiliated with a CPA practice. Both practices aspire to maintain long term and short term relationships that are mutually beneficial.

Business Mix Info

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Third Party Money Managers

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