$130MM AUM | $750,000 GDC in Westport, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
447 days old
General
Location
Westport, CT, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$750,000.00
# of Accounts
140
Avg Client Age
50
Overview

I am a team of myself and a junior advisor who just joined me and is in training and a licensed assistant . I am looking to grow my business both organically, through marketing and am open to purchasing a book of business. I am also developing a succession plan, having been in the business for 30 years. My new partner is part of that plan but am looking to bring in an experienced advisor/team as well. I use a combination of individual securities, funds and ETFs, utilize financial planning for all clients and have a specialty in social impact investing.

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