$130MM AUM | $900,000 GDC in East Hartford, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
East Hartford, CT, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$900,000.00
# of Accounts
500
Avg Client Age
60
Overview

I am part of a 2 person team looking to grow our practice organically, thru acquisitions and strategic partnerships. We are an independent office offering Advisory, Brokerage, and Financial Planning. I have former experience working with other advisors and firms as a top national recruiter in the industry.

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