$190MM AUM | $1.2MM GDC in Independence, OH

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Independence, OH, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
700
Avg Client Age
54
Overview

We're a growing financial planning office that is looking to bring on advisers to a group practice, as well as discuss succession planning for advisors nearing retirement.

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