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Financial Advisor   

$18MM AUM | $166,000 GDC in Norwell, MA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

25% Comm
75% Fee

General

Location
Norwell, MA, US
12 Month Gross Revenue
$166,000
Number of Accounts
144
Avg Client Age
60

Overview

I am looking to acquire a practice in the South Shore area to complement my growing business. I am a hybrid RIA. Majority of practice is fee based active money management- mostly utilizing equities and mutual funds.

 
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