$220MM AUM | $2.3MM GDC in Latham, NY

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Latham, NY, US
Fee 0% Commission 100%
$2,300,000
Gross Revenue
850
# of Accounts
55
Avg Client Age
Overview

Fee Based Financial Planning firm interested in local firm that may be a good fit.

Extended Profile Information

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