$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
$224,402.00
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...