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Financial Advisor   

$165MM AUM | $1.8MM GDC in Lexington, MA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

5% Comm
95% Fee

General

Location
Lexington, MA, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
750
Avg Client Age
65

Overview

Our team takes a highly personalized approach in working with each individual their family. We deliver proactive and innovative strategies and services in the areas of portfolio management and retirement planning. We hope to grow through aquisition of a smaller firm in need of care for it's valued clients.

 
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