$150MM AUM | $800,000 GDC in Chester, CT

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Location
Chester, CT, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$800,000.00
# of Accounts
1,200
Avg Client Age
65
Overview

We will pay top dollar for your 401(k) plans. With the Department of Labor's (DOL) fiduciary rule going into effect on June 9, it is now more critical than ever to be prepared. Most Broker Dealers are doing commission claw-backs for plans that don't comply with the rule.

I have a great office building, maybe merge with the right person.

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