$110MM AUM | $1.1MM GDC in Bangor, ME

Market
Advisor
Member Level
Lite
Last Activity
2 weeks
General
Listing Type
Seller | Succession
Location
Bangor, ME, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000
# of Accounts
1,000
Avg Client Age
60
Overview

RIA only with no Broker/Dealer affiliation, 80% individual investments (Equities and ETF's) 10% financial planning and 10% retirement planning. 100% Discretionary. Also have an insurance agency I would consider selling and a CPA firm.

Prefer a CFP to take over the RIA. The asking price is $3.5 million for the RIA.

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