$120MM AUM | $1MM GDC in Marlborough, MA

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Marlborough, MA, US
Fee 0% Commission 100%
$1,000,000
Gross Revenue
850
# of Accounts
55
Avg Client Age
Overview

I have a practice managing over $100 million with 170 households generating $1 million in revenue. I personally have a succession plan established an am looking for opportunities to purchase other practices.

Extended Profile Information

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