Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Rocky River, OH, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
150
Avg Client Age
50
Overview

Independent Financial Advisors, looking to acquire practices.
We do Personal and small business financial planning (succession planning, wealth management, risk management ….)

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