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Financial Advisor   

$400,000 AUM | $2.2MM GDC in Beachwood, OH

Member Level
Premier
Last Activity
today

Business Mix:

10% Comm
90% Fee

General

Location
Beachwood, OH, US
12 Month Gross Revenue
$2,200,000
Number of Accounts
225
Avg Client Age
65

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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