$8.5MM AUM | $80,000 GDC in Franklin, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Franklin, MA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$8,500,000.00
Gross Revenue
$80,000.00
# of Accounts
25
Avg Client Age
55
Overview

RIA with significant global investment management experience. Looking for merger or continuity partner. Ideal partner would have a strong local network for sourcing new clients and where having an in-house portfolio management capability will differentiate their business from local competition. Goal would be to acquire firm over time and provide partner with an eventual exit plan.

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