Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
General
Location
Enfield, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

We are a Tax Preparation and Investment Advisory Firm .
We provide everything from tax preparation, life, health, long-term care, asset management, brokerage, and recently started an independent property and casualty insurance agency in addition. We seek to buy or merge with a firm that can mutually benefit from our strengths in Northern CT and Western MA

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...