Market
RIA
Member Level
Premier
Last Activity
this week
Profile Age
790 days old
General
Location
Falmouth, MA, US
Profile Type
Seller | Merge | Find Successor | Continuity
Business Type
Registered Investment Advisor
AUM
$175,000,000.00
Gross Revenue
$3,900,000.00
# of Accounts
1,200
Avg Client Age
65
Overview

I am an RIA with offices in Falmouth, Mansfield, and Duxbury. I have two other IAR's. 80% of our business is AUM and 20% is fixed indexed annuities. We currently manage 170M in AUM and are averaging adding 20M per year. We have a very streamlined process and a very high closing and retention ratio. I am looking to sell or through acquisition or merge.

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