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

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

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

Extended Profile Information

Loading...