$150MM AUM | $1MM GDC in Shelton, CT

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Shelton, CT, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
450
Avg Client Age
62
Overview

We are an independent comprehensive financial planning and investment firm. Principal advisor has been in business for 30 years. Full staff with advisors and junior advisors. We're looking to grow through acquisitions or merge with other like minded firms.

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