Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Wellesley, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
250
Avg Client Age
50
Overview

My practice is financial planning and fee based portfolio management. I'm looking to grow the AUM in the same manner.

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