$105MM AUM | $850,000 GDC in Branford, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Branford, CT, US
Fee 0% Commission 100%
$850,000
Gross Revenue
1,000
# of Accounts
60
Avg Client Age
Overview

I am interested in acquiring an available book of business in the Shoreline area from East Haven to Guilford. I am focusing in on expanding my fee based business. I head up a team of 3 individuals - 2 RIAs and a licensed assistant.

Extended Profile Information

Loading...