$12MM AUM | $100,000 GDC in North Haven, CT

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
North Haven, CT, US
Fee 0% Commission 100%
Gross Revenue
$100,000
# of Accounts
53
Avg Client Age
56
Overview

Our firm provides comprehensive wealth management including investment planning, tax planning, retirement planning, wealth transfer planning and risk management. We are an RIA and would like to grow partially through an acquisition of another firm in the $20M to $100M range.

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