Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
85 days old
General
Location
Rockland, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
900
Avg Client Age
60
Overview

Independent wealth firm. Interested in growth through acquisitions and/or mergers.
25+ yrs experience
4 advisors
2 support staff

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