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

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Beachwood, OH, US
Fee 0% Commission 100%
$600,000
Gross Revenue
300
# of Accounts
60
Avg Client Age
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.

Extended Profile Information

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