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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Concord, MA, US
12 Month Gross Revenue
$950,000
Number of Accounts
305
Avg Client Age
62

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.

 
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