$28MM AUM | $300,000 GDC in Newton, MA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Newton, MA, US
Fee 0% Commission 100%
$300,000
Gross Revenue
200
# of Accounts
55
Avg Client Age
Overview

Looking to grow practice through acquisitions and develop a succession plan. Currently, small, growing RIA practice focused on providing a high level of investment management and financial planning. Approximately $300k annual revenue, 70 clients. Also, primarily focused on healthcare professionals and firms, but are looking to expand to additional industries as an ERISA 3(38) manager to mid to large employer plans.

Extended Profile Information

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