$205MM AUM | $1.2MM GDC in Hampton, NH

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer | Succession | Continuity
Location
Hampton, NH, US
Fee 0% Commission 100%
$1,180,000
Gross Revenue
500
# of Accounts
65
Avg Client Age
Overview

Fee-only financial planning and investment management firm providing comprehensive planning services including tax return preparation. Considering opportunities for growth via acquisitions and succession/continuity partners.

Extended Profile Information

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