$7MM AUM in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Successor
Location
New York, NY, US
Fee 0% Commission 100%
# of Accounts
35
Avg Client Age
45
Overview

I'm an independent CFP® professional looking to speak with advisors about a partial or full sale of their investment advisory business.

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