Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
759 days old
General
Location
Woburn, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$240,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
1,600
Avg Client Age
55
Overview

We are currently looking for Advisors who are retiring or may in the near future who are interested in selling their practice to a group that cares. We understand what goes into growing relationships over the years and how our exit affects clients. Confidence on who is taking over makes letting go of a practice much easier and more comforting. After careful consideration of your book and our business process, we both will be able to make an informed decision if the fit is right. After all, it's not always about the highest bidder.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...