$3MM AUM | $22,500 GDC in Plymouth, MA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Plymouth, MA, US
Fee 0% Commission 100%
Gross Revenue
$22,500.00
# of Accounts
19
Avg Client Age
49
Overview

Asset Management: Active portfolio management using equity, fixed income, and derivatives suited to client specific needs. Emerging practice looking to acquire assets of practices that are selling. Goal is $50-100MM in AUM through acquisition and investment growth.

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