$100MM AUM | $2MM GDC in Chelmsford, MA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Chelmsford, MA, US
Fee 0% Commission 100%
$2,000,000
Gross Revenue
250
# of Accounts
62
Avg Client Age
Overview

We are a full service financial planning and investment firm. We have CFP's and CPA professionals licensed and looking to grow our book of business.

Extended Profile Information

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