Overview

We are a mature, small practice with $89 million AUM and approximately 449 households. We have 2 offices, one in Danbury CT and the 2nd in Greenville, SC. We are 70% fee and 30% brokerage. We would like to acquire a small practice ($15 - $25 Million) either in Danbury or Greenville.

Market
Advisor/RIA
Last Activity
today

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