$300MM AUM | $2.2MM GDC in Strongsville, OH

Market
Advisor
Member Level
Lite
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Continuity
Location
Strongsville, OH, US
Fee 0% Commission 100%
Gross Revenue
$2,250,000.00
# of Accounts
500
Avg Client Age
61
Overview

An established and growing financial planning practice located in Northeast OH (Cleveland/Strongsville) and Southwest OH (Cincinnati) in search of practices that are in need of succession/continuity planning or simply looking to sell their practice.

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