$42MM AUM | $203,000 GDC in Springfield, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Springfield, MA, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$42,000,000.00
Gross Revenue
$203,000.00
# of Accounts
99
Avg Client Age
58
Overview

Established money manager, 20 years, seeks assets of other retiring portfolio managers.

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