$60MM AUM | $450,000 GDC in Amherst, MA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Successor
Location
Amherst, MA, US
Fee 0% Commission 100%
$450,000
Gross Revenue
333
# of Accounts
55
Avg Client Age
Overview

we specialize in SRI - socially responsible investing, a.k.a. ESG, impact investing. We seek to acquire/merge/be a successor to other RIAs with this interest and/or specialty.

Extended Profile Information

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