Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Saco, ME, US
Profile Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$300,000.00
# of Accounts
500
Avg Client Age
55
Overview

Established financial services firm, including retirement planning, income tax preparation, fixed and variable insurance, and mortgage broker. Looking to find a similar minded person or firm for merger/collaboration.

Business Mix Info

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Clearing Firm / Custodian

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