$15MM AUM | $145,000 GDC in Norwell, MA

Market
Advisor
Member Level
Premier
Last Activity
this month
Listing Age
243 days old
General
Location
Norwell, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$145,000.00
# of Accounts
145
Avg Client Age
58
Overview

I seek to purchase a primarily fee-based business around $20MM AUM near the south shore of Mass.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...