$10MM AUM | $7MM GDC in Stamford, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Stamford, CT, US
Fee 0% Commission 100%
Gross Revenue
$7,000,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

a 16 person team. Half of the practice is focusedd on planning based wealth management. The other half does fiduciary consulting to all size retirement plans. looking for FA/Practices that would like to bolt on or sell outright.

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