Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
553 days old
General
Location
Wilton / North Haven, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$500,000.00
# of Accounts
500
Avg Client Age
55
Overview

Experienced advisor team, 4 advisors, 3 service professionals. Experienced in acquisitions and roll-ups and succession planning.
Would like to acquire a book to increase AUM and financial planning of current business. Currently providing holistic planning including investment advisory services, tax and insurance planning . Timing is ASAP.

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