$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%
$350,000
Gross Revenue
500
# of Accounts
50
Avg Client Age
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.

Extended Profile Information

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