$450MM AUM | $3.3MM GDC in Pittsfield, MA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Pittsfield, MA, US
Fee 0% Commission 100%
Gross Revenue
$3,300,000
# of Accounts
1,581
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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