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Financial Advisor

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
North Haven, CT, US
12 Month Gross Revenue
$100,000
Number 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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