Market
IBD
Member Level
Basic
Last Activity
within 2 months
Profile Age
232 days old
General
Location
Glastonbury, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1,250,000.00
12 month EBITDA
$1,100,000.00
# of Advisors
3
Years in Business
25
Ownership Structure
LLC
Allow Independent RIA
No
Overview

Our business comprises 3 partners and 2 staff members. Our focus is on individual planning and advisory, 401k, and executive benefits. We are a younger group and are looking to help another advisor or team with succession through a purchase or merger.

Clearing Firm / Custodian

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