$930MM AUM | $5.2MM GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Rochester, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$5,250,000.00
# of Accounts
857
Avg Client Age
62
Overview

We are an established RIA with close to $1B in AUM and we would like to grow through organic growth and strategic acquisition.

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