$15MM AUM | $165,000 GDC in Columbus, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Columbus, OH, US
Fee 0% Commission 100%
Gross Revenue
$165,000.00
# of Accounts
130
Avg Client Age
70
Overview

Primary emphasis on family planning and asset management with view to add retiring advisor business if like minded and managed

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