$40MM AUM | $360,000 GDC in Watwick, RI

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Successor
Location
Watwick, RI, US
Fee 0% Commission 100%
$360,000
Gross Revenue
210
# of Accounts
51
Avg Client Age
Overview

I am a Fee Based Registered Investment Advisor. I am seeking opportunities to grow via acquisition. My firm, Creative Resources Investment Advisors, has already completed two prior successful acquisitions. Please contact me to discuss.

Extended Profile Information

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