$175MM AUM | $1.6MM GDC in White Plains, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
White Plains, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$175,000,000.00
Gross Revenue
$1,650,000.00
# of Accounts
600
Avg Client Age
55
Overview

Planning and advice centered, mostly fee based practice looking to expand. Led by private wealth advisor with almost 30 years experience with team of highly competent AFA, paraplanner and service coordinators. Ideally looking for someone who needs a successor to transition to or a younger advisor with existing book looking to join a larger team practice.

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