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

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Dedham, MA, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
350
Avg Client Age
60
Overview

We are a fee only RIA looking to grow by merging with existing advisors and acquiring successful fee only practices.

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