$100 AUM | $1MM GDC in Springfield, MA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
195 days old
General
Location
Springfield, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$100.00
Gross Revenue
$1,000,000.00
# of Accounts
320
Avg Client Age
55
Overview

We are a boutique financial services firm providing customized solutions to help clients realize their long-term financial and retirement lifestyle goals. We have nearly 50 years of collective financial planning and portfolio management experience. Our Massachusetts-based team focuses on high net worth clients and retirement plans and has a rigorous, process-based approach to managing client assets. Our investment process combines valuation discipline with a time-tested macroeconomic process. It is data-dependent and unemotional. We are primarily fee based. We are looking to partner with like-minded, client-focused advisors to help grow our business.

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