$135MM AUM | $750,000 GDC in Wenham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Wenham , MA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$750,000.00
# of Accounts
300
Avg Client Age
55
Overview

I am a dedicated wealth management professional looking to selectively expand my practice. I currently team with an advisor with over 30 years of experience in wealth management. Our firm's foundation is built on communication, customer service and custom tailored strategies for each client. Transitioning from a discount transactional asset management office to a holistic fee based wealth management firm.

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