$60MM AUM | $350,000 GDC in Pittsford, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Pittsford, NY, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
500
Avg Client Age
50
Overview

I would like to introduce myself to an established advisor to discuss succession planning and if it may be a good fit for all of us.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...