Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Greenwich, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$730,000.00
# of Accounts
200
Avg Client Age
64
Overview

35 year old family practice in our second generation. We are looking to continue growing through acquisitions or mergers with other like-minded advisers. We are a planning-centric CPA/RIA advisory.

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