$409MM AUM | $2.9MM GDC in Amherst, MA

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Location
Amherst, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$409,000,000.00
Gross Revenue
$2,900,000.00
# of Accounts
1,100
Avg Client Age
61
Overview

We are a fee-only SEC registered money manager, financial and retirement planner, with both CFA's and CFPs as part of the team with many decades of experience, in an institutional and individual wealth management environment. As of December 31st. 2019, AUM is $409,000,000. Hope to be able to acquire a firm where we can add value to the selling firm and deliver value to the seller(s) clients, as we have already done so successfully.

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