Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Boston, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$50,000.00
# of Accounts
12
Avg Client Age
45
Overview

I've been in the busniess for over 20 years, majority of my time with wirehouses in Boston. I had a combo business's over the years with a small private client business and a larger institutional business. I decided to leave the corporate world and start my own form and work with private clients. I've kept an extremely small book of business but looking to grow through acquisition.

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