$30MM AUM | $200,000 GDC in Anna, OH

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Anna, OH, US
Fee 0% Commission 100%
$200,000
Gross Revenue
500
# of Accounts
55
Avg Client Age
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.

Extended Profile Information

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