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

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000
# 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.

Extended Profile Information

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