$2,000MM AUM | $4.3MM GDC in Beachwood, OH

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Beachwood, OH, US
Fee 0% Commission 100%
$4,300,000
Gross Revenue
300
# of Accounts
50
Avg Client Age
Overview

We are a financial Advisory firm that specializes in Retirement Plans. We are very open to the right type of an acquisition.

Extended Profile Information

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