$775MM AUM | $3.9MM GDC in Northampton, MA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Northampton, MA, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$775,000,000.00
Gross Revenue
$3,900,000.00
# of Accounts
1,700
Avg Client Age
60
Overview

Independent 86 year old hybrid firm (two offices) with BD, RIA, and insurance companies, providing asset management, brokerage, and financial planning services to a loyal, long term client base. We are looking for qualified candidates with deep industry knowledge and experience, strong leadership and management skills, and growth ambitions. Succession and/or possible merger opportunities with the right fit.

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