$200MM AUM | $2MM GDC in Dedham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Dedham, MA, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
400
Avg Client Age
65
Overview

We are a $200M RIA looking to grow. Either through partnerships, adding reps or buying into other firms as a succession plan.

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