$410MM AUM | $4.6MM GDC in Dayton, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Dayton, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$410,000,000.00
Gross Revenue
$4,600,000.00
# of Accounts
2,900
Avg Client Age
58
Overview

Independent Registered Investment Advisory firm committed to providing integrated financial planning, asset management, insurance and accounting services. Interested in growth through acquisition.

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