$650MM AUM | $4.2MM GDC in Glastonbury, CT

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Glastonbury, CT, US
Fee 0% Commission 100%
Gross Revenue
$4,200,000.00
# of Accounts
1,900
Avg Client Age
50
Overview

We are looking to partner with other firms who share our sense of dedication to superior client service and differentiation through a true planning first model. We employ a factor based investment philosophy largely using DFA, Vanguard, and AQR.

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