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Value Estimate
Not for sale

Portfolio Management And Investment Advice in Boston, Massachusetts

Moors & Cabot, Inc

Baton Estimate

$42.6M

Estimate withheld

Est. Revenue

Estimate withheld

Est. Cash Flow

139

Employees

About this business

Moors & Cabot, Inc. is a wealth management and investment advisory firm in Boston, Massachusetts. The company provides full-service wealth management, including portfolio management, retirement planning, college savings planning, and insurance and annuities services to individual clients. It has operated for around 135 years and has around 139 employees.

There are 3,098 qualified buyers currently in our network actively seeking businesses like this*

*Current number of buyers on Baton looking for businesses within this location, industry, cashflow and revenue.

How this business ranks

Ranked within its competitive set — the local and regional portfolio management and investment advice businesses it competes with. Rankings are based on Baton's revenue and cash-flow estimates for this business.

Overall rank in its competitive set

#1

of 22 businesses

Top 5%

Across its local and regional competition in portfolio management and investment advice , scored on revenue and reputation.

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