$160MM AUM | $1.2MM GDC in Sandwich, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Sandwich, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
900
Avg Client Age
65
Overview

I run a practice with 160 Million of AUM mostly on a fee basis. We also do comprehensive Financial Planning. I am interested in expanding my practice and have new Advisors ready to work with me.

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