$20MM AUM | $140,000 GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Rochester, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$20,500,000.00
Gross Revenue
$140,000.00
# of Accounts
260
Avg Client Age
50
Overview

As a partner in a very successful financial planning firm, I am looking to grow my business by acquiring a small-to-medium size book of business

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