$200MM AUM | $1.5MM GDC in Holbrook, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Holbrook, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
800
Avg Client Age
59
Overview

I'm a 50 yr. old advisor with approx. $200Mill under management. I am in the business more than 25 years and looking to expand. I am both commission based and fee based

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