$90MM AUM | $750,000 GDC in Beachwood, OH

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
General
Location
Beachwood, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$750,000.00
# of Accounts
135
Avg Client Age
55
Overview

Looking to purchase or possible merge with a practice in either Southern Florida (West Palm Beach, Boca Raton Area) or Northeast Ohio.
Would be very interesting in expanding the financial planning aspect of our practice.

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