$50MM AUM | $375,000 GDC in Webster, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Webster, NY, US
Fee 0% Commission 100%
Gross Revenue
$375,000.00
# of Accounts
550
Avg Client Age
58
Overview

I am an active producer and am looking to expand my book through purchasing another and integrating that business into my clientele at Xceed Wealth Management . I specialized in fee based asset management and work with a wide range of clients from manufacturing production to executive management.

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