$4.5MM AUM | $75,000 GDC in Londonderry, NH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Londonderry, NH, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$4,500,000.00
Gross Revenue
$75,000.00
# of Accounts
60
Avg Client Age
56
Overview

As an Advisor and CFP in my late 40's, I am in a prime position to acquire a practice and help clients long into the future. We are a financial planning firm that also does tax preparation so we help clients with all aspects of their financial life.

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