$51MM AUM | $570,000 GDC in Cheshire, CT

Market
Advisor
Member Level
Lite
Last Activity
2 weeks
General
Listing Type
Merge | Succession | Continuity
Location
Cheshire, CT, US
Fee 0% Commission 100%
Gross Revenue
$570,000
# of Accounts
160
Avg Client Age
64
Overview

Dually registered RIA / BD with insurance license. Primarily act as fee RIA with 100% referral business since 1987. Low client turnover. High profit margins. Unique operating structure allows for flexibility and leveraged growth potential. Currently offering in house, proprietary wrap type mutual fund managed accounts with 17yr GIPS compatible track records available for turnkey promotion. Looking for a squeaky clean breakaway successor type individual with existing book where we could work together to see if it's a good fit as you do your own thing, OR a modestly sized firm to merge with that shares similar high standards.

Extended Profile Information

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