$105MM AUM | $950,000 GDC in Concord, MA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Concord, MA, US
Fee 0% Commission 100%
$950,000
Gross Revenue
305
# of Accounts
62
Avg Client Age
Overview

We are a 10 advisor RIA with 6 office locations. We provide a backstop to advisors looking to outsource the back office operations of running an advisory firm. We provide a cutting edge technology package as well as an in-house and outsourced compliance department.

Extended Profile Information

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