Overview

I am an RIA with offices in Falmouth, Mansfield, and Duxbury. I have one other IAR who is an employee. 100% of our business is AUM. We do have an affiliate insurance company where we offer life and fixed indexed annuities. The affiliated insurance company produces about 10-20M in FIA's. We currently manage 205M in AUM and are averaging adding 25-30M per year. The majority of clients are through the Falmouth office. We have an excellent presence and reputation on Cape Cod. We have a very streamlined process and a very high closing and retention ratio. I am looking to sell or through acquisition or merge.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,162 days old

Business Data

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Clearing Firm / Custodian

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