$20MM AUM | $180,000 GDC in Boxborough, MA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Boxborough, MA, US
Fee 0% Commission 100%
Gross Revenue
$180,000
# of Accounts
125
Avg Client Age
55
Overview

Independent advisor with wealth management firm that focuses on financial planning and fee based asset management. Looking to purchase practice in North Shore, Southern NH, Southern Maine. Would consider short to middle length merge/succession plan

Extended Profile Information

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