$100MM AUM | $750,000 GDC in Glastonbury, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
398 days old
General
Compatibility
Location
Glastonbury, CT, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$750,000.00
# of Accounts
300
Avg Client Age
60
Overview

My partner and I are looking for opportunities to purchase a practice. We are interested in building our book of managed money and have young advisors looking to grow their practice within our established practice. We are affiliated with a Broker Dealer. We run our advisor models and work with TPAMs in additional to annuity companies. Please contact us if you have a practice for sale.

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