$340MM AUM | $1.4MM GDC in Ridgefield, CT

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Ridgefield, CT, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000
# of Accounts
400
Avg Client Age
65
Overview

Fee-Only RIA in Ridgefield, CT
Most of the clients we serve are either retired or getting close to retirement. They hire us to help preserve what they have and to simplify their life by cutting out the noise.

Extended Profile Information

Loading...