$250MM AUM | $1.7MM GDC in Westport, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Westport, CT, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

We are a financial planning practice that currently manages over $250 million for nearly 800 families. Run by two CFP professionals, we provide comprehensive financial guidance and money management to our clients centered around the accomplishment of their financial goals. We are looking for practice acquisition or merging opportunities in and around the CT area.

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