Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
142 days old
General
Location
Boston, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,700,000,000.00
Gross Revenue
$18,000,000.00
# of Accounts
3,000
Avg Client Age
60
Overview

For over 40 years we have been an independent RIA with offices in Boston, Portland and Cape Cod. Half of our employees are shareholders and own 100% of the firm. We wish to remain employee owned and have an outstanding team of professionals. We invest in individual securities and our LargeCap strategy has outperformed the S&P for the past 15 years. In addition, we have an exceptional team of attorneys and CFPs to address the Wealth Management needs of our clients.

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