$200MM AUM | $2MM GDC in Wellesley, MA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Wellesley, MA, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
1,362
Avg Client Age
60
Overview

David Allen has been a financial advisor since 1993 and formed Balance Wealth Advisors in 2014. We were with Ameriprise for 23+ years and now (since 2016) are part of a hybrid RIA with LPL/Stratos Wealth Partners. We have purchased/merged 5+ advisors into our practice since 2000. We have a team of advisors who serve the common base of clients as well as advisors who keep their own books of business. Each advisor adding their specialty to the mix in order to offer more complete services and continuity of customer service. We are looking to continue our growth by both adding new advisors who are looking to grow as well as help retiring advisors find a solid team for their clients to trust as they transition from the business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...