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Financial Advisor   

$30MM AUM | $430,000 GDC in Wilmington, MA

Member Level
Premier
Last Activity
today

Business Mix:

68% Comm
32% Fee

General

Location
Wilmington, MA, US
12 Month Gross Revenue
$430,000
Number of Accounts
300
Avg Client Age
55

Overview

Brisbois Capital Mgmt, LLC Provides Its clients Integrated Tax Planning and Preparation, Financial Planning, Investment Management, and Insurance and Risk Solutions, We are looking to grow our business organically and through merger/acquisition.

 
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