$80MM AUM | $600,000 GDC in Dedham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Dedham, MA, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
225
Avg Client Age
55
Overview

Independent firm run by two principals providing mid to affluent market with broad range of investment, insurance, and advisory services. Seeking merger or acquisition opportunities to enhance long term firm continuity and the development of additional partners.

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