$368MM AUM | $4.8MM GDC in Maumee, OH

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Maumee, OH, US
Fee 0% Commission 100%
Gross Revenue
$4,800,000
# of Accounts
4,230
Avg Client Age
55
Overview

We are an advisor solutions company with four RIA's. We have a retail financial planning practice, a third party investment management platform, two mutual funds, a hedge fund, and and RIA that serves as a back office and succession to a select group of advisors we work closely with.

Extended Profile Information

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