$30MM AUM | $200,000 GDC in Binghamton, NY

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Binghamton, NY, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
300
Avg Client Age
40
Overview

Young advisor with a financial planning firm in Binghamton, NY. Looking to buy an existing practice to grow our book of business. We have fee based and commission based revenue, as well as Variable Annuity and Life Insurance revenue.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...