Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Rochester, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$600,000.00
# of Accounts
500
Avg Client Age
65
Overview

We are looking to acquire a small to medium sized practice. With the addition of a rep in our office, we have the capacity for growth, and acquisition is an avenue we are happy to pursue. We are looking for the selling firm to be located within Rochester as well.

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