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

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Succession
Location
Westport, CT, US
Fee 0% Commission 100%
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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