$80MM AUM | $575,000 GDC in East Hampton, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
East Hampton , NY, US
Fee 0% Commission 100%
$575,000
Gross Revenue
125
# of Accounts
50
Avg Client Age
Overview

Independent comprehensive financial planning firm looking to expand through acquisition. Preferably with firms and/or individuals with advanced licencing such as CFP®, CPA, CFA, PFS or CIMA.
Prefer hybrid or fee based business models.

Extended Profile Information

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