$250MM AUM | $600,000 GDC in West Springfield, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
West Springfield, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$600,000.00
# of Accounts
275
Avg Client Age
50
Overview

We currently have 75 retirement plans and 8 Defined benefit plans as well as 100+ households as wealth management and insurance clients. We are looking to build both sides of the business through acquisition opportunities

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...