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Financial Advisor

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

Member Level
Lite
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Hampton, NH, US
12 Month Gross Revenue
$1,180,000
Number of Accounts
500
Avg Client Age
65

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.

 

Has Office Space to Share in Hampton, NH

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