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

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Boston, MA, US
Fee 0% Commission 100%
$3,900,000
Gross Revenue
394
# of Accounts
65
Avg Client Age
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.

Extended Profile Information

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