$50MM AUM | $600,000 GDC in Kittery, ME
Member is Interested In:
To learn about opportunities to merger my practice in with another practice or acquire another practice - my business is a independent wealth management practice with 90% fee based revenue with $50MM AUM and $600k in annual revenue with roughly 50 households. The practices core competencies are financial planning, investment management, lending, cash management, and retirement plans.
Looking for Office Space in Kittery, ME
I'd be willing to look at office space in markets that make sense