$131MM AUM | $700,000 GDC in Camden, ME

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Camden, ME, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$131,000,000.00
Gross Revenue
$700,000.00
# of Accounts
700
Avg Client Age
60
Overview

We are a growing practice that has capacity to acquire another advisory practice. We have the staff, knowledge, and resources to provide an exceptional client experience and achieve investment objectives. The partners are each below 45 and have longevity to grow.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...