$80MM AUM | $750,000 GDC in Glastonbury, CT

Market
Advisor
Member Level
Lite
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Glastonbury, CT, US
Fee 0% Commission 100%
Gross Revenue
$750,000
# of Accounts
75
Avg Client Age
50
Overview

We are looking to purchase practice(s) or be a succession for you as we build our team.
Principals hold multiple advanced designations CFA, CFP and FSA (Actuary).
We have multiple options of how to work together such as:
a) Outright sale / succession over the next few years
b) Mid-Career that’s looking to take their service (or advice) model to the next level. Leverage our resources and intellectual capital.
c) ????
We have a planning dominated culture – clients always come first, last, and always. We offer concierge level of service for our clients which includes going to the attorney, accountant, etc.. with them.

Has Office Space to Share in Glastonbury, CT

We are in growth mode - with extra conference rooms, cubicles, and office (we have the space to build out).
Primary office is in Glastonbury with great parking.

Contact to discuss details
 
Extended Profile Information

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