$350MM AUM | $2.6MM GDC in Garden City, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Garden City , NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$2,600,000.00
# of Accounts
1,200
Avg Client Age
57
Overview

Large multi advisor financial planning firm on Long Island . Also provide coaching and back office services for advisors outside the practice. Large diversified staff, Ops , Planning , Marketing , Client service . Looking to expand the office through Long Island . Offices in Garden City, Watermill and Staten Island

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