$18MM AUM | $175,000 GDC in Danvers, MA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Danvers, MA, US
Fee 0% Commission 100%
Gross Revenue
$175,000.00
# of Accounts
100
Avg Client Age
55
Overview

Looking to grow our firm through mergers and/ or possibly acquisitions. In the past, we have used annuities, mutual funds and fee based programs. Though now, the majority of new clients are going into Advisory. Possible office space available.

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