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Financial Advisor   

$125MM AUM | $360,000 GDC in Easton, MA

Member Level
Premier
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
Easton, MA, US
12 Month Gross Revenue
$360,000
Number of Accounts
650
Avg Client Age
70

Overview

I have a business that is mostly mutual fund model driven and transactional. $125-130mm assets under management. I would like to add a practice with $50mm to bolster my existing business. My background, contact information etc. can be found at ___

 
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