Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Cincinatti, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
200
Avg Client Age
65
Overview

In 2020, I started my own firm after being an advisor for over a decade. I am looking for opportunities to purchase a book of business/practice. I am not in a hurry to purchase so for those of you that may want to retire in the next 2-10 years, I'd be interested in talking. I am open geographically, as I'd like to expand and have offices in multiple states.

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