Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
East Hartford, CT, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$240,000,000.00
Gross Revenue
$2,100,000.00
# of Accounts
1,400
Avg Client Age
61
Overview

We are looking to grow through acquisition or merging. . We have offices in both East Hartford and the greater New Haven Area.. 2 of us are CFPs. We have 3 additional advisers and 7 support staff, and are looking to bring in several more. Need to escape a wirehouse, bank, insurance company or do you have a bad relationship with your current Broker Dealer? Talk to us, we can give you a better environment and possibly higher payouts.... Hopefully offer you a succession plan. Engler Wealth Management. jeff at englerwealthmanagement dot com

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