$44MM AUM | $415,000 GDC in Seacoast, NH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Merge | Succession | Continuity
Location
Seacoast, NH, US
Fee 0% Commission 100%
Gross Revenue
$415,000.00
# of Accounts
412
Avg Client Age
58
Overview

I currently operate as a hybrid, working with both an RIA and a B/D. Would like to move entirely to the RIA managed money side and drop my B/D. Ideally, I would like to find someone who wanted to eventually take over my practice within the next 5-10 years.

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