Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Lowell, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

Mainly managed money firm with 401k practice as well.
Looking to grow organically and through acquisition.

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