$110MM AUM | $1.3MM GDC in Danvers, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Danvers, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
250
Avg Client Age
58
Overview

Multi faceted Financial services. Personal Wealth & retirement plans with @ $110mil AUM. Independent RIA with sister firm with combined $350mil AUM. Offer both comissionable products and fee based management.

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