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.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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