$150MM AUM | $1.4MM GDC in Hopkinton, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Hopkinton, MA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
300
Avg Client Age
60
Overview

Potentially looking to buy or become the successor to a fee based practice

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...