$55MM AUM | $260,000 GDC in Plymouth, MA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Plymouth, MA, US
Fee 0% Commission 100%
Gross Revenue
$260,000
# of Accounts
110
Avg Client Age
52
Overview

Fee-Only practice, independent, RIA with offices in Virginia and Massachusetts. Small client base w/ $50MM+ in assets.

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