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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Portland, ME, US
12 Month Gross Revenue
$300,000
Number 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

Peer to Peer
Finance
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Zero Transaction Fees
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