Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Norwell, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$57,000,000.00
Gross Revenue
$400,000.00
# of Accounts
385
Avg Client Age
60
Overview

I have been with Commonwealth for over 28 years and my clients have been with me for more than 15 years on average. I would like to buy a practice in Massachusetts or West Palm Beach, FL area to expand my business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...