Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
East Greenwich, RI, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$375,000.00
# of Accounts
250
Avg Client Age
57
Overview

Acquire or merge with a company that has a similiar investment philosophy and process.

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