$40,000 AUM | $250,000 GDC in Waltham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
570 days old
General
Location
Waltham, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000.00
Gross Revenue
$250,000.00
# of Accounts
100
Avg Client Age
50
Overview

We are an Independent process oriented fee based financial planning firm. Looking to find a firm ready to merge or sell a practice.

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