$41MM AUM | $450,000 GDC in Holliston, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Holliston, MA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$41.00
Gross Revenue
$450,000.00
# of Accounts
440
Avg Client Age
62
Overview

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

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