$50MM AUM | $400,000 GDC in Portsmouth, NH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Portsmouth, NH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$400,000.00
# of Accounts
500
Avg Client Age
58
Overview

RIA practice, advisory based but dually licensed. Second fully licensed advisor just added and have a part time office staff associate. We are focused on comprehensive family and executive planning and Advisory fee portfolio management.

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