$50,000 AUM | $500,000 GDC in Providence, RI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Providence, RI, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
40
Avg Client Age
55
Overview

Designing and advising on corporate retirement plans. Also mitigating fiduciary risk. Investing commercial clients investing core and strategic cash on their balance sheet. Working with HNW individuals.

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