$110MM AUM | $1.2MM GDC in Rocky River, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Rocky River, OH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
700
Avg Client Age
55
Overview

Our practice is focused on high net worth individuals and qualified plans. We are interested in purchasing practices from advisors who wish to retire or change career paths.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...