$140MM AUM | $350,000 GDC in Portland, ME

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Portland, ME, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$350,000.00
# of Accounts
50
Avg Client Age
45
Overview

Primarily Retirement Plan Advisor looking to branch into wealth management

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