$350MM AUM | $450,000 GDC in Hyannis, MA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Hyannis , MA, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
600
Avg Client Age
63
Overview

I'm a highly accomplished Investment Consultant with outstanding client development, relationship management and problem resolution abilities. I've been in my current position for almost 10 years and have been very successful in developing the book of business on Cape Cod for the last 6 years.

I'm interested in working with an established and reputable RIA that may be in the process of selling their practice immediately or a creating a succession plan over a couple of years.

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