$15MM AUM | $240,000 GDC in Worcester County, MA

Market
RIA
Member Level
Premier
Last Activity
this week
Profile Age
253 days old
General
Location
Worcester County, MA, US
Profile Type
Buyer | Merge | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$240,000.00
# of Accounts
60
Avg Client Age
55
Overview

Seeking to relocate a small RIA with $240K trailing12 to establish a Branch office in the Worcester/Hampden County area. I am eager to grow AUM through succession, merger or acquisition. I am happy to work out a plan for advisors looking to stay on indefinitely to continue managing their relationships or an outright acquisition.

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