$350MM AUM | $650,000 GDC in Sysset, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Sysset, NY, US
Fee 0% Commission 100%
$650,000
Gross Revenue
300
# of Accounts
45
Avg Client Age
Overview

We are a specialized employee benefits consulting firm. We serve clients in industries such as Technology, BPO, Hospitality, Mining, Consumer Products. We manage large 401k Plans. Looking to practice that has any of the following - 401k, fee-based assets, Employee Benefits.

Extended Profile Information

Loading...