$95MM AUM | $750,000 GDC in Concord, NH

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Concord, NH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$750,000.00
# of Accounts
200
Avg Client Age
55
Overview

We are a fee only RIA, managing assets for traditional high net worth clients and small institutions. We also have a strong niche in managing assets for disabled individuals. Our people average more than 20 years of industry experience making us attractive to those looking for succession planning.

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