$37MM AUM | $343,682 GDC in Holliston, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Join A Practice
Location
Holliston, MA, US
Fee 0% Commission 100%
Gross Revenue
$343,682.00
# of Accounts
440
Avg Client Age
62
Overview

I own a fee-based investment advisory practice using principally mutual funds, using a four investment portfolio model approach, managed by myself. Looking to grow by acquisition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...