Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Plymouth, MA, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
900
Avg Client Age
64
Overview

We are a three advisor team with a full time admin located on the Village Green in the high net worth The Pinehills Development in Plymouth, MA. We are on local boards and are actively involved in the arts community.

Our focus is fee-based financial planning and managed money. If you are looking to transition into retirement or sell, we would enjoying having a conversation. We have experience buying a practice and would love to be your succession plan.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...