$110MM AUM | $875,000 GDC in Needham, MA

Market
Advisor/RIA
Member Level
Lite
Last Activity
2 weeks
General
Compatibility
Location
Needham, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$875,000.00
# of Accounts
300
Avg Client Age
58
Overview

We are a private wealth management firm with offices in Needham, MA and New York City. We are looking to grow our firm through acquisition, experienced advisors joining our team or being a succession plan to an existing RIA.

With more than 85 years of combined experience, we focus on working with individuals, families, corporations and institutions. Our focus is on discretionary/fee-based asset management. In addition, our practice concentrates on financial, educational and retirement planning, company stock options, risk management, legacy planning, philanthropic gifting and banking.

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