$100MM AUM | $1MM GDC in Norwalk, CT

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Compatibility
Location
Norwalk, CT, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
56
Overview

I'm a relationship focused Certified Financial Planner(TM) Professional with 18 years of experience in financial and insurance markets looking to grow my practice through acquisition. If you are looking to transition out of asset management, have a book of $5MM or more and want to be sure your clients will be well taken care of, contact me and we can start a dialogue.

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