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

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Franklin, MA, US
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

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