$700MM AUM | $3.3MM GDC in Laconia, NH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Laconia, NH, US
Fee 0% Commission 100%
Gross Revenue
$3,300,000.00
# of Accounts
708
Avg Client Age
70
Overview

Established Wealth Management Firm with Trust Powers that is looking to make strategic moves within the State of New Hampshire. Opportunity to remain as part of our team, or to retire from your practice. Flexible with an outstanding reputation for investment management, financial planning and client service.

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