$525MM AUM | $2.1MM GDC in Marlborough, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Marlborough, MA, US
Fee 0% Commission 100%
Gross Revenue
$2,100,000.00
# of Accounts
589
Avg Client Age
55
Overview

Looking to potentially acquire current book of business from broker, RIA firm or older principle looking for succession plan

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...