$110MM AUM | $510,000 GDC in Boston, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
495 days old
General
Compatibility
Location
Boston, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$510,000.00
# of Accounts
300
Avg Client Age
65
Overview

Provides customized wealth management and retirement planning strategies to individuals and families with a focus on planning. A style that focuses on education, accessibility and simplicity to ensure that clients feel comfortable and confident throughout each step of the process.

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