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Financial Advisor

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

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Plymouth, MA, US
12 Month Gross Revenue
$22,500
Number 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.

 

Looking for Office Space in Plymouth, MA

I am looking to buy an office in the local area

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