$400,000 AUM | $2.2MM GDC in Beachwood, OH
Member is Interested In:
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.