$50MM AUM | $450,000 GDC in Newton, MA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Newton, MA, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
2
Avg Client Age
60
Overview

Pinnacle Assocaites is a fee based RIA headquartered in New York City.

We Are interested in expanding in Boston and looking for advisors who want an opportunity for business continuity at a great firm or succession plan.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...