$250MM AUM | $2.2MM GDC in Boston, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Boston, MA, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
500
Avg Client Age
55
Overview

My team is comprised of two Certified Financial Planners, a Senior Registered Marketing Associate & a Client Service Associate. We manage approximately $275 Million focusing on financial planning and investment managements. Looking to connect with other practices to discuss future of their business in regards to merging/buying.

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