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Financial Advisor   

$65MM AUM | $650,000 GDC in Beachwood, OH

Member Level
Basic
Last Activity
within 2 months

Business Mix:

25% Comm
75% Fee

General

Location
Beachwood, OH, US
12 Month Gross Revenue
$650,000
Number of Accounts
150
Avg Client Age
65

Overview

My practice is made up of high net investors and families. I am looking to grow through acquisition.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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