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Financial Advisor

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Beachwood, OH, US
12 Month Gross Revenue
$4,300,000
Number of Accounts
300
Avg Client Age
50

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

Peer to Peer
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