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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Danvers, MA, US
Fee 0% Commission 100%
$175,000
Gross Revenue
100
# of Accounts
55
Avg Client Age
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.

Extended Profile Information

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