$160MM AUM | $1.2MM GDC in Yarmouth, ME

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
51 days old
General
Location
Yarmouth, ME, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
300
Avg Client Age
60
Overview

Looking to acquire either a small RIA or independent broker dealer practice in the greater Cumberland/York/ Sagadhoc county area. Well established hybrid RIA with 20 years experience looking to selectively expand and grow! Our practice manages funds for families and corporate retirement plans and is looking to either acquire a practice or onboard an advisor looking to transition into retirement over time.

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