$75MM AUM | $650,000 GDC in Exeter, NH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Exeter, NH, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$650,000.00
# of Accounts
175
Avg Client Age
56
Overview

We are a small independent private firm that is focused on quality not quantity. We primarily get our clients from referrals and COI relationships. We do no other marketing and run an efficient practice. 14 years in the business, CFP, RICP, CLTC feature in Wall Street Journal , NH Business Review, NH Magazine and other publications. We are looking to buy a quality practice or become a successor to a practice. We are NOT looking to sell or join another group.

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