$12MM AUM | $140,000 GDC in Darien, CT

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Join A Practice
Location
Darien, CT, US
Fee 0% Commission 100%
Gross Revenue
$140,000.00
# of Accounts
20
Avg Client Age
40
Overview

Fee based advisory and financial planning practice. Good mix of insurance (Life, DI, LTC) to help clients with full financial plans. Looking to be a successor or to buy a small practice.

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