$120MM AUM | $1.1MM GDC in Fairfield, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Fairfield, OH, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
475
Avg Client Age
60
Overview

We are looking to buy an existing book of business. Right now we are dually licensed and want to break our RIA apart from our B/D book.

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