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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Sysset, NY, US
12 Month Gross Revenue
$650,000
Number of Accounts
300
Avg Client Age
45

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.

 
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