$70MM AUM | $492,000 GDC in Westport, CT

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
430 days old
General
Location
Westport, CT, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$492,000.00
# of Accounts
220
Avg Client Age
65
Overview

20+ year solo CFP/CPA Fee Only RIA with small long tenured (15yr+) high net worth client base looking for experience financial adviser (with a CFP) as a successor. Tightly managed/extremely low cost structure in Fairfield County Connecticut.

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