Overview

Our practice consists of administrative staff and 2 advisors, one of whom is the CIO of one of the largest RIA's in Ohio. We have a small, high-quality client base who we offer top-tier personal service.
We are looking to grow organically and through acquisition/merger. We recently completed a 4 year earn-out and transition on a $65mil practice acquisition with a 95% asset retention rate.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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