Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Fairlawn, OH, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$600,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
3,300
Avg Client Age
53
Overview

We are a team of 6 producing advisors who lead with financial planning, then backtrack to implement the most efficient investment discipline to meet stated wants and needs of our clients. At this current time we are looking for an opportunity to grow strategically through acquisition. Currently, our client base is spread among 27 states.

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