$2,000MM AUM | $12MM GDC in Dayton, OH

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Dayton, OH, US
Fee 0% Commission 100%
Gross Revenue
$12,000,000.00
# of Accounts
20,000
Avg Client Age
60
Overview

We are a Registered Investment Advisor and Broker Dealer that is actively seeking expansion opportunities through the acquisition of financial advisory practices throughout the Midwest and Northeast part of the country. This is a 50 year family owned organization that is dedicated to preserving the integrity of the advisers current practice while allowing them to successfully seek the appropriate level of work balance they may be looking for.

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