Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
701 days old
General
Location
Portsmouth, NH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$195,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
901
Avg Client Age
55
Overview

5 Person RIA with two partners always open to purchasing other local business or working on succession plans for advisors. Have completed acquisition of two different retiring advisors in the past.

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