$460MM AUM | $4.4MM GDC in Waltham, MA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Waltham, MA, US
Fee 0% Commission 100%
Gross Revenue
$4,420,000.00
# of Accounts
2,084
Avg Client Age
62
Overview

Medium sized firm with exceptional long term relationships. Looking to grow to $1B in AUM and allow for more clients to be served. Excellent compliance history. Good breadth of advisor ages from 30 to late 60's. Average advisor experience is approximately 25 years. Focused on asset management via a fee based platform but also provide planning services.

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