$300MM AUM | $2.5MM GDC in Braintree, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Braintree, MA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,453,404.00
# of Accounts
5,000
Avg Client Age
60
Overview

For more than five decades the Leveroni Family has offered clients a caring environment, and an informative and organized approach toward wealth building and preservation. Leveroni Financial Management specializes in assisting individuals, families, and business owners in pursuing their vision of financial security that sound, skilled planning may bring.
By using SL we hope to accomplish finding books of business for sale that would be the right fit for our family firm. We are interested in advisors who are near or ready to retire, would like to phase out of the day to day operations, compliance, money management, and would like to focus on transitioning client relationships to the successor team at Leveroni financial management.

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