$560MM AUM | $3.8MM GDC in Middlebury, CT

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Compatibility
Location
Middlebury, CT, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$3,800,000.00
# of Accounts
900
Avg Client Age
56
Overview

We are a talented group of ladies and gentlemen working to inspire confidence, reduce stress and simplify life for our loyal clients. As a growing independent firm, we are looking to add talented advisors and concierges as well as looking for strategic growth opportunities with the right partners. If you are a principal of a successful practice and are looking for strategic partnership opportunities or a succession plan, we invite you to contact us for further discussion. It would be our pleasure to learn about your business and what you are looking to achieve. We have worked with advisors at many firms and understand the challenges and opportunities of strategic partnerships.

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