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Financial Advisor

$34MM AUM | $500,000 GDC in Waltham, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Waltham, MA, US
12 Month Gross Revenue
$500,000
Number of Accounts
180
Avg Client Age
55

Overview

Comprehensive wealth management firm focused on objective financial planning and investment management. We have a specific clientele that allows for fewer clients, higher new worth households, and thus providing the opportunity to focus on a structured service model. Looking to accomplish some additional growth through acquisition that would compliment the current organic growth.

 
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