Market
IBD
Member Level
Chalice
Last Activity
this week
Profile Age
359 days old
General
Location
Dayton, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000,000.00
Gross Revenue
$15,000,000.00
12 month EBITDA
$1,000,000.00
# of Advisors
75
Years in Business
50
Ownership Structure
LLC
Allow Independent RIA
No
Overview

Greetings,

I am the national director of sales and marketing for Westminster Financial Companies. Westminster is a nationally recognized investment firm that consist of a broker-dealer, registered Investment advisor and insurance agency that has resided in Dayton, Ohio for close to 50 years. We have successful investment professional affiliates in various metropolitan areas throughout the United States. In 2019 the firm’s assets surpassed $2 billion with $500 million of that under management within our RIA. One of our main growth strategies is to focus on advisors interested in succession planning, acquisitions or expanding their business within the independent channel. Westminster has a few ways in which we could work with you to assist you in reaching your goals & objectives. We offer very competitive financial packages including an experienced support team to assist you throughout this transition.

Based on your listing I would be very interested in learning more and welcome an opportunity to discuss your intentions and current business objectives

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Loading...