$25MM AUM | $210,000 GDC in Cuyahoga Falls, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Cuyahoga Falls, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$210,000.00
# of Accounts
125
Avg Client Age
60
Overview

I am a CPA/PFS with all my securities and insurance licensing. We do full financial planning, retirement planning, insurance and estate planning for our client base.

I am looking to acquire a practice that will fit into our structure for growth and to offer additional services that may not currently be offered.

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