$1,300MM AUM | $6.5MM GDC in Boston, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Succession | Continuity
Location
Boston, MA, US
Fee 0% Commission 100%
Gross Revenue
$6,500,000.00
# of Accounts
200
Avg Client Age
60
Overview

We are an RIA with over $1.3 billion in assets that manages risk-driven diversified strategies. Our client base includes: Private investors, Institutional investors and Financial Advisers. We are seeking merger / succession relationships.

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