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Financial Advisor   

$400MM AUM | $3MM GDC in Pittsfield, MA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Pittsfield, MA, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
1,449
Avg Client Age
60

Overview

We have financing and space available to purchase investment firms. We are a 16-year old RIA firm, with strong growth, top quintile of peer performance (per Schwab's benchmarking survey), and offer a variety of services to our clients. Owners of purchased firms have the opportunity to negotiate continued employment, or a brief earn out.

 
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