$230MM AUM | $1.4MM GDC in Portland, CT

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Portland, CT, US
Fee 0% Commission 100%
$1,350,000
Gross Revenue
582
# of Accounts
65
Avg Client Age
Overview

Mc Cabe & Associates is a Private Wealth Advisory Practice of Ameriprise Financial. My firm is located in Portland CT. I have a support team of 5 individuals we do $1.4 MM in GDC. I am looking for a firm that I can help grow their practice and provide the succession plan they are looking for. I am client focused and try to instill confidence in the clients that they can reach their goals by providing direction. With the highest degree of integrity.
If this is a situation you would like to discuss further you may reach me at ___ or my cell ___-___-____.

Extended Profile Information

Loading...