$140MM AUM | $1.4MM GDC in Mayfield Hts, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Mayfield Hts, OH, US
Fee 0% Commission 100%
$1,400,000
Gross Revenue
800
# of Accounts
60
Avg Client Age
Overview

My partners and I are looking to purchase a book of business or bring an advisor in to sunset their book of business. We have a large presence in North East Ohio, specifically Cleveland as well as in Erie, PA. We believe in money management at all levels and treat our clients with the respect the surely deserve

Extended Profile Information

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