$75MM AUM | $600,000 GDC in Beachwood, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Beachwood, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$600,000.00
# of Accounts
300
Avg Client Age
60
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.

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