$31MM AUM | $350,000 GDC in Mystic, CT

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Mystic, CT, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
125
Avg Client Age
60
Overview

Looking to grow fee-only practice in CT and RI. Seeking advisors, either from captive firms or existing independent practices that are retiring and/or exiting the business.

I take a comprehensive approach to planning and investing, and a portion of my business income is straight financial planning (mostly retirement-focused).

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