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Financial Advisor   

$540MM AUM | $3.9MM GDC in Boston, MA

Member Level
Premier
Last Activity
within 3 months

Business Mix:

0% Comm
100% Fee

General

Location
Boston, MA, US
12 Month Gross Revenue
$3,900,000
Number of Accounts
394
Avg Client Age
65

Overview

We are a Boston based, wealth management firm with family office roots going back more than eighty years. Our clients include: individuals, trusts, corporations, and philanthropic institutions. Additionally, we provide a variety of financial support services including accounting, tax, and trust administration needs to both clients and businesses. We are seeking like-minded advisors who want to transition their practice through acquisition or would like to supplement their offerings with financial administrative support.

 
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