$300MM AUM | $2MM GDC in Portsmouth Nh/Boca Raton Fl, NH

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Portsmouth Nh/Boca Raton Fl, NH, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000
# of Accounts
1,000
Avg Client Age
60
Overview

We are a dynamic group that is focused on client service and adapting to our changing marketplace. We have been growing at a rate of 15-20% per year and are able to maintain though high client satisfaction, incorporation of new technology, development of in-house expertise, and strong marketing plan.

We have completed an acquisition in the past two years and are looking to do so again where the fit is right. We currently have offices in Portsmouth, NH and Boca Raton, FL, but service clients all over the country.

Extended Profile Information

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