Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Plymouth, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$3,000,000.00
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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