Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
365 days old
General
Location
Glastonbury, CT, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$850,000.00
# of Accounts
190
Avg Client Age
54
Overview

We are a growing wealth management firm looking to partner with senior advisers and provide seamless transitions to the succession of their practices. We are a client focused planning firm with 3 CFP's, a CFA and full support staff to help integrate your practice. Let's have a chat about how we fit into your succession strategy.

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