$60MM AUM | $500,000 GDC in Beachwood, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Beachwood, OH, US
Profile Type
Merge | Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$500,000.00
# of Accounts
150
Avg Client Age
60
Overview

I am a 40 year old well established advisor attempting to merge my practice with an advisor in need of a succession plan or purchase a practice. I have a well established organization committed to client service and attention. I have an extensive knowledge of the 401(k) industry as well and serve as a 321 fiduciary for our corporate retirement plan clients.

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