$15MM AUM | $125,000 GDC in Cohasset, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Cohasset, MA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$125,000.00
# of Accounts
60
Avg Client Age
45
Overview

I am a fee only financial planner and investment advisor looking for acquisition opportunities.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...