$80MM AUM | $500,000 GDC in Farmington, CT
Member is Interested In:
Beautiful Class A office space in Farmington right by the highway. We are not looking to take over rides or compliance fees. Just have extra office space and want to grow with someone who sees our values. We are both CFPs in the business for 7 years and under 30. We would welcome to become a successor as well as a place for a wirehouse breakaway.
We are also looking to acquire the right book as well.