$15MM AUM | $150,000 GDC in Greenwich, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Greenwich, CT, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
72
Avg Client Age
50
Overview

Advisor with 3 years registered in the field, looking to expand my book. I am highly engaged with my clientele, and like to develop a long term plan for each family I work with. The majority of my business focuses on holistic wealth management for a fee. The "high touch" nature of my routine makes acquisition of an existing book, with a carefully planned transition, the best way to scale my practice.

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