$85MM AUM | $1.2MM GDC in Portsmouth, NH

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Merge
Location
Portsmouth, NH, US
Fee 0% Commission 100%
$1,200,000
Gross Revenue
550
# of Accounts
62
Avg Client Age
Overview

We are a planning and investment management practice that is primarily a fee based model. We have 20 years experience in the industry and have grown steadily through the years. We are now looking for merger partners.

Has Office Space to Share in Portsmouth, NH

We have offices that are not currently used. All are very good size and are recently renovated. All have good amenities and some parking available.

Contact to discuss details
 
Extended Profile Information

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