$250MM AUM | $1.9MM GDC in Solon, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Solon, OH, US
Listing Type
Merge
Fee 0% Commission 100%
Gross Revenue
$1,900,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

I saw a merger opportunity that may be of interest to our firm as a succession opportunity

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