$2.3B AUM | $14MM GDC in Boston, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Boston, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$14,000,000.00
# of Accounts
3,000
Avg Client Age
55
Overview

We are a large regional firm Wealth Management with a substantial book of qualified retirement plan assets. We are looking to acquire practices who derive at least a third or more in revenue from qualified plans. We have retirement plan clients located throughout the US.

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