$130MM AUM | $800,000 GDC in Boston, MA

Market
RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
173 days old
General
Location
Boston, MA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$800,000.00
# of Accounts
62
Avg Client Age
52
Overview

discretionary investment management for individuals with 2m or more investable assets. Targeting 10-50m individuals with the combined firm

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