PRACTICE INFORMATION

East Ohio | Listing #20-320 | RIAAsking $1,400,000 | Revenue $588,638 | HH 5719-251-header2

This RIA practice located in East Ohio provides its clients with family office-style service focusing on holistic financial planning and portfolio management. Trailing 12 months’ gross revenue for this practice is over $585,000, of which 99% is recurring revenue from fees on approximately $30 million in assets. This practice would make a great addition to a larger firm seeking to establish or expand its presence in East Ohio.

The preferred buyer would be a well-established firm focused on holistic financial planning and portfolio management willing to retain the practice’s two licensed producers and three support staff and the practice’s current office location.

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