$2,000MM AUM | $2.5MM GDC in Lexington, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Lexington, MA, US
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
350
Avg Client Age
50
Overview

Retirement plan advisory practice with over $2B in assets and $2.5M in revenue is looking to acquire a like-minded retirement plan consulting firm.

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