Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
284 days old
General
Location
North Haven, CT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$795,000,000.00
Gross Revenue
$5,400,000.00
# of Accounts
2,500
Avg Client Age
58
Overview

We are a comprehensive financial planning and assets management practice. We continue to grow and look for opportunities for advisors to join our practice with to facilitate retirement or long term growth.

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