$120MM AUM | $1.2MM GDC in NH

Temporarily closed to new inquiries.

This member is currently researching and engaging existing inquiries.
Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
NH
Fee 0% Commission 100%
$1,250,000
Gross Revenue
200
# of Accounts
52
Avg Client Age
Trailing Net Profit 12 Month
$300,000
Time Frame to Sell
3
Overview

An RIA with their own investment management style and portfolio. Very small amount (2%) of insurance business. There are 3 active partners in the business. Entertaining successors and/or potential buyers.

Extended Profile Information

Loading...