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Financial Advisor   

$165MM AUM | $2MM GDC in Independence, OH

Member Level
Basic
Last Activity
within 3 months

Business Mix:

50% Comm
50% Fee

General

Location
Independence, OH, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
1,750
Avg Client Age
60

Overview

We are a start-up RIA (2008). We want to grow through acquisition.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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