$125MM AUM | $1.2MM GDC in Boston, MA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Boston, MA, US
Fee 0% Commission 100%
$1,250,000
Gross Revenue
500
# of Accounts
57
Avg Client Age
Overview

looking to expand AUM through acquisition. our processes and team approach developed over the past 5 years allow us to provide unique value to clients. More AUM lower fees to all clients.

Extended Profile Information

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