$105MM AUM | $582,000 GDC in Needham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Needham, MA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$582,000.00
# of Accounts
200
Avg Client Age
60
Overview

Small RIA interested in purchasing or merging in similar or smaller practices.

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