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

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Marion, MA, US
Listing Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$500,000,000.00
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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