$24MM AUM | $215,000 GDC in Norwell, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Norwell, MA, US
Fee 0% Commission 100%
$215,000
Gross Revenue
184
# of Accounts
60
Avg Client Age
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.

Extended Profile Information

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