$450MM AUM | $3.3MM GDC in Pittsfield, MA
Member is Interested In:
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.