$300MM AUM | $2.3MM GDC in Wellesley, MA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
Listing Age
103 days old
General
Listing Type
Buyer | Merge
Location
Wellesley, MA, US
Fee 0% Commission 100%
Gross Revenue
$2,300,000.00
# of Accounts
400
Avg Client Age
65
Overview

We are am independent firm affiliated with Wells Fargo FiNet. Seeking acquisition or merger. Particularly experienced with moving from wirehouse to independent platforms; so we welcome wirehouse brokers who want to improve payout, enhance client service and provide for succession.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...