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

Market
Advisor
Member Level
Lite
Last Activity
within 3 months
General
Location
Strongsville, OH, US
Listing Type
Merge | Continuity | Buyer
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...