$400 AUM | $2MM GDC in Wellesley Hills, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Wellesley Hills, MA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$400.00
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

Looking to acquire or merge with a firm for the purpose of building scale, succession planning etc. Adding Advisers to my firm is of primary importance to build scale. I am not looking to simply take over someone's book of business. An Adviser with a smaller book that wants to be part of a larger firm can take great advantage of our systems, compliance and administration.

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