Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Anna, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$200,000.00
# of Accounts
500
Avg Client Age
55
Overview

I own and operate a full-service financial planning firm with 1 full-time and 1 part-time employee besides myself. I would like to be aware of opportunities to buy an existing book of business in my general area.

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