$150MM AUM | $1 GDC in Dracut, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
539 days old
General
Location
Dracut, MA, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1.00
# of Accounts
300
Avg Client Age
55
Overview

Practice with CPA and cfp's. Very client centric. We look at the entire client tax , legal investment and goals to and thru retirement.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...