Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lewiston, ME, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$210,000.00
# of Accounts
260
Avg Client Age
50
Overview

We are an independent firm focusing on Wealth Management as well as Company Retirement Plans (401(k)s). We are looking to grow our practice through acquiring books from advisors looking to retire or simply planing their succession.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...