$150MM AUM | $1MM GDC in Providence, RI

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Providence, RI, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
400
Avg Client Age
55
Overview

Two man team with registered sales assistant managing over $140MM in assets. Mostly fee based, with approximately 20% transaction. We are interested in potential acquisition of similar business in the area.

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