$65MM AUM | $240,000 GDC in Cincinnati, OH

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$240,000.00
# of Accounts
375
Avg Client Age
55
Overview

Interested in finding to right fit to expand AUM and number of households served.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...