$88MM AUM | $675,000 GDC in Garden City, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Garden City, NY, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$675,000.00
# of Accounts
600
Avg Client Age
55
Overview

I'm a 20 year independent advisor with Ameriprise. I am also a CFP. I have 2 staff people, a client service manager and an Investment Analyst. I am looking to grow my practice through purchases and/or succession planning with a transitioning advisor.

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