Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Warwick, RI, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
63
Overview

I am looking for practices that want to sell in the next few years and are interested in a meaninful transition for clients.

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