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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
435 days old
General
Location
Dracut, MA, US
Listing 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.

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