$100MM AUM | $750,000 GDC in Westport, MA

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
218 days old
General
Listing Type
Buyer
Location
Westport, MA, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
850
Avg Client Age
54
Overview

We have a 30 year practice with room for additional growth. Our office is experienced in acquiring existing books of business and has an excellent retension record. We are looking to acquire client blocks of the 20 to 50 million range. Life annuity and assets all acceptable.

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