$150MM AUM | $1.5MM GDC in Lynnfield, MA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Lynnfield, MA, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

We are a wealth management / CPA firm focusing on financial planning and the related investment of client portfolios. Our extensive tax background helps us to advise clients on the after tax impact of their financial and investment decisions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...