$25MM AUM | $150,000 GDC in Woburn, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
308 days old
General
Location
Woburn, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$150,000.00
# of Accounts
120
Avg Client Age
60
Overview

Looking to grow fee based

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...