$325MM AUM | $2.2MM GDC in Cincinnati, OH

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

Fee-only RIA providing financial planning and investment management services. Currently managing approximately $325,000,000. Two previous practice acquisitions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...