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

Market
Advisor
Member Level
Lite
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Glastonbury, CT, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# 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.

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