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Financial Advisor   

$103MM AUM | $1.1MM GDC in White Plains, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

28% Comm
72% Fee

General

Location
White Plains, NY, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
620
Avg Client Age
68

Overview

I run a comprehensive wealth management practice based on a foundation built on financial planning.I am looking to growth my practice by acquisition because I am at full capacity in servicing relationships and have no time to spend on growth through other means.
I am looking to buy a practice that has not had the opportunity to provide a comprehensive holistic planning approach to their clients. I feel this will lead to opportunities for both the selling advisor, myself and most importantly value to the clients.

 
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