$120MM AUM | $800,000 GDC in Centerville, OH

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Centerville, OH, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

The partners of Gallagher Pool Wealth Management own a beautiful building in which they manage their firm. The office is finished in a timeless decor and has room for another partner + staff in a succession type of scenario. The firm has invested in the best of breed infrastructure and processes to deliver an extremely high-end product to their clients. The partners are younger in age 35 and 41 respectively, but combined have 30+ years of experience. Their experienced staff, team approach, reputation and document financial processes can all be attributed to their continued success. The partners are only looking to buy or merge in a succession plan with only the best. The firm is a member office of LPL Financial.

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