$348MM AUM | $2.5MM GDC in Amherst, MA

Market
Advisor/RIA
Member Level
Lite
Last Activity
2 weeks
General
Compatibility
Location
Amherst, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$348,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
861
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 environment. As of June 30th, AUM is $348,000,000. 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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