$51MM AUM | $421,000 GDC in Concord, NH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Concord, NH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$51,000,000.00
Gross Revenue
$421,000.00
# of Accounts
500
Avg Client Age
55
Overview

We are a financial planning practice with 2 CFP(R) Practicioner's and one Financial Advisor in the practice.

Our focus is to grow our firm by acquiring a similiar practice.

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