$118MM AUM | $1.1MM GDC in Needham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Needham, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$118,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
106
Avg Client Age
55
Overview

Growing RIA firm , with a solid core looking to expand.

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