$50MM AUM | $500,000 GDC in Newport, RI

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
220 days old
General
Listing Type
Buyer
Location
Newport, RI, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
175
Avg Client Age
50
Overview

We are looking to acquire a book or some portion of a book of business in the RI, CT, MA area under 50 million of AUM. We are a growing business with 3 advisors with a combined 50 years of experience all working in somewhat different capacities for a common goal from admin, retirement plans and asset management.

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