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

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Concord, NH, US
Fee 0% Commission 100%
$750,000
Gross Revenue
200
# of Accounts
55
Avg Client Age
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.

Extended Profile Information

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