Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Rochester, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$930,000,000.00
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...