Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
East Aurora, NY, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$42,000,000.00
Gross Revenue
$255,000.00
# of Accounts
115
Avg Client Age
62
Overview

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. Son part time (CPA PFS)and small staff round our our team. Currently share office resources with insurance broker who serves as solicitor.

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