$20MM AUM | $240,000 GDC in Boxborough, MA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
284 days old
General
Compatibility
Location
Boxborough, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$240,000.00
# of Accounts
40
Avg Client Age
55
Overview

I work for an independent, fee only, firm in Massachusetts and live in Southern NH. I am looking to acquire financial planning practice(s) in New Hampshire, Massachusetts or Southern Maine. My firm has acquired many books of business over it's 20+ years and currently has both the capacity and financial resources to do so now.

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