$28MM AUM | $255,000 GDC in East Aurora, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
East Aurora, NY, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$28,000,000.00
Gross Revenue
$255,000.00
# of Accounts
115
Avg Client Age
62
Overview

We are a very small fee only planning and investment management firm with clients throughout upstate NY. We are looking for a like minded practice for a possible merger or purchase by us. We can accommodate both a fee-only practice or a fee and commission practice. Two of my sons and a long time colleague with a brokerage practice round out our team, plus staff.

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