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

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Boston, MA, US
Fee 0% Commission 100%
Gross Revenue
$1,250,000.00
# of Accounts
500
Avg Client Age
57
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.

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