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

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Sandwich, MA, US
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...