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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Cohasset, MA, US
Profile 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.

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