$70MM AUM | $852,000 GDC in Mansfield, OH
Member is Interested In:
I manage approx. $70 million of which 95% is all discretionary. I currently manage 4 models from Income, Balanced, Growth and All Equity, and I am not using any outside money managers, as I make all decisions.
I'm looking to purchase another practice(s). Preferably on the gulf side of Florida. However, I will entertain any practice interested in selling anywhere in the USA.