$125MM AUM | $900,000 GDC in Cleveland, OH

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Location
Cleveland, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
950
Avg Client Age
52
Overview

Full service wealth management firm offering integrated tax and financial planning services to individuals and businesses. Looking to grow the practice. Interested in hiring advisors to the firm and/or purchasing a book of business

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