$35MM AUM | $300,000 GDC in Portland, ME

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Portland, ME, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
40
Avg Client Age
55
Overview

Small RIA looking to find a practice to merge with or buy. Hoping for it to be a mutually beneficial relationship where we can leverage an increase in size to gain more traction.

Extended Profile Information

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