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

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

Extended Profile Information

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