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

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Latham, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,300,000.00
# of Accounts
850
Avg Client Age
55
Overview

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

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