$835MM AUM | $6MM GDC in Salem, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Salem, MA, US
Listing Type
Buyer | Continuity
Fee 0% Commission 100%
Gross Revenue
$6,000,000.00
# of Accounts
8,000
Avg Client Age
60
Overview

Salem Five Financial is a financial planning based wealth management firm with offices throughout the metro Boston marketplace. As part of a mutually owned financial institution that has been around for 152 years, we offer unparalleled stability in today's challenging environment. We are looking for strategic opportunities to transition successful practices and create a retirement bridge for advisors. See our article from Investment News:
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