$2B AUM in Needham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Needham, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000,000.00
# of Accounts
13,000
Avg Client Age
55
Overview

I work for FocusPoint Solutions and we provide customized comprehensive back office support for fee based RIA's. I have a client looking to acquire other firms and use us exclusively for back office support.

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