$500MM AUM | $6.2MM GDC in Marion, MA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Succession | Successor
Location
Marion, MA, US
Fee 0% Commission 100%
Gross Revenue
$6,250,000.00
# of Accounts
250
Avg Client Age
68
Overview

I am looking to develop a succession plan with an advisor or buy a book.

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