$70MM AUM | $780,000 GDC in Hingham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Hingham, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$780,000.00
# of Accounts
300
Avg Client Age
62
Overview

Interested in teaming with an advisor looking for a strong multi-generational planning team who can serve their current clients as well as next generation. Focus on comprehensive wealth management with a dedicated contact management process.

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