$310MM AUM | $2.8MM GDC in Norwood, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Norwood, MA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$310,000,000.00
Gross Revenue
$2,750,000.00
# of Accounts
650
Avg Client Age
55
Overview

Fee only RIA with proprietary Dividend Growth and Capital Appreciation equity strategies plus asset allocation models and financial planning services. We want to relationship managers/CFPs with a transferable book of least $25 million and/or RIAs looking to merge or sell business.

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