$80MM AUM | $750,000 GDC in Nashua, NH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Nashua, NH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
325
Avg Client Age
60
Overview

I am looking to grow my business by acquiring assets and clients from an advisor who is looking to sell, transition or partner. I would like to grow my team as well to add advisors who have a book of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...