$100MM AUM | $400,000 GDC in Andover, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Andover, MA, US
Fee 0% Commission 100%
$400,000
Gross Revenue
400
# of Accounts
50
Avg Client Age
Overview

Practice consisting of individuals an businesses. Focus is on retirement planning. Looking for opportunities to buy books of business.

Extended Profile Information

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