$5MM AUM | $100,000 GDC in Mystic, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Mystic, CT, US
Fee 0% Commission 100%
Gross Revenue
$100,000
# of Accounts
10
Avg Client Age
55
Overview

My business has been built on managed money and advisory assets. I am looking to buy a business with loyal clients and work with the existing advisory to transition the business successfully.

Extended Profile Information

Loading...