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

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

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

Extended Profile Information

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