$300MM AUM | $2.5MM GDC in Lincoln, RI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Lincoln, RI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
1,400
Avg Client Age
58
Overview

$300mm hybrid wealth management firm looking to acquire or merge-in like minded/philosophy firms that wish to develop and adopt to comprehensive planning, fee based business model.

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