Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Glastonbury, CT, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$700,000.00
# of Accounts
60
Avg Client Age
55
Overview

Business in primarily management of 401k plans and Executive Benefits

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