$30MM AUM | $200,000 GDC in Waltham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Waltham, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$200,000.00
# of Accounts
350
Avg Client Age
55
Overview

Growing practice with approx $20MM AUM. Mostly Mutual Funds in Managed Accounts, some Brokerage holding equities, ETF's etc. Most clients engage in some form of financial planning. Open to ideas any opportunities however my primary goal would be to acquire a book through either an immediate purchase or longer term succession. 80% of clients are in MA, remainder are in NH, ME, FL.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...