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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
East Hampton , NY, US
12 Month Gross Revenue
$575,000
Number of Accounts
125
Avg Client Age
50

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.

 
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