$115MM AUM | $750,000 GDC in Marshfield, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Marshfield, MA, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
400
Avg Client Age
58
Overview

We currently work as a team of four. My father, age 62, my cousin, age 37, and my sister age 29. We are looking to buy a book of business that is mainly managed money.

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