Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
231 days old
General
Location
Wellesley, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$4,000,000,000.00
Gross Revenue
$20,000,000.00
# of Accounts
6,000
Avg Client Age
58
Overview

As an industry professional in the wealth management and investment space, I am looking to speak with individual Financial Advisors or owners of small RIA practices that have a client following and are seeking opportunities to sell or merge their business.

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