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Financial Advisor

$102 AUM | $700,000 GDC in Westborough, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

7% Comm
93% Fee

General

Location
Westborough, MA, US
12 Month Gross Revenue
$700,000
Number of Accounts
420
Avg Client Age
60

Overview

We are an RIA firm looking to add advisors and/or other small independent advisory firms in our area and beyond where it makes good sense for all.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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