$375MM AUM | $1.8MM GDC in Franklin, MA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Location
Franklin, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
2,000
Avg Client Age
65
Overview

General Investment and Financial Planning looking to continue to grow through organic growth and acquistion

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...