$35MM AUM | $280,000 GDC in Avon, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Avon, CT, US
Fee 0% Commission 100%
$280,000
Gross Revenue
63
# of Accounts
59
Avg Client Age
Overview

Milestone Asset Management Group is a fee only RIA specializing in servicing 401k retirement plans, business succession planning as well as financial planning and asset management

Has Office Space to Share in Avon, CT

I have 3-4 offices that I can share

Contact to discuss details
 
Extended Profile Information

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