$2.2B AUM | $14MM GDC in Lexington, MA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Lexington, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,200,000,000.00
Gross Revenue
$14,000,000.00
# of Accounts
8,000
Avg Client Age
58
Overview

Successful RIA established in 1979. Looking to acquire or partner with smaller firms.

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