$220MM AUM | $1.5MM GDC in Hingham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Hingham, MA, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
300
Avg Client Age
54
Overview

We are a growing wealth advisory firm with a fantastic team of professionals. We have a great group of clients and we are looking to expand our advisory team. We offer comprehensive wealth management and family office services. We cherish our culture and are looking to either merge with another like-minded firm or to bring on a client advisor who shares our "client-first" approach.

Please feel welcome to contact us for an exploratory conversation.

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