$60MM AUM | $500,000 GDC in South Portland, ME

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
South Portland, ME, US
Fee 0% Commission 100%
$500,000
Gross Revenue
300
# of Accounts
73
Avg Client Age
Overview

Personal Financial Advisors specializing in serving retirees and those transitioning into retirement. Fee-based with some insurance/annuity business. Looking for succession / continuity through merger. Must be focused on retired/transitioning clients.

Extended Profile Information

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