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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Lexington, MA, US
Listing Type
Buyer
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...