$80MM AUM | $775,000 GDC in Boston, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Boston, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$775,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

I partner with another advisor operating a full service financial planning firm franchise in Boston MA focused on retirement and investment planning.

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