$12MM AUM | $224,402 GDC in Concord, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Concord, MA, US
Fee 0% Commission 100%
Gross Revenue
$224,402
# of Accounts
50
Avg Client Age
51
Overview

I would like to meet other like minded firms i.e. fee-only, DFA to discuss sharing over head and to investigate their firm as a succession planning back up option.

Extended Profile Information

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