$90MM AUM | $600 GDC in Danbury, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Danbury, CT, US
Fee 0% Commission 100%
$600
Gross Revenue
400
# of Accounts
65
Avg Client Age
Overview

50-50 mix looking right now planning to go more fee based, looking for opportunities to buy, merge,
succeed and or continue a practice.

Extended Profile Information

Loading...