$20MM AUM | $130,000 GDC in Lockport, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Lockport, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$130,000.00
# of Accounts
65
Avg Client Age
55
Overview

Insurance and investment services. Work both fee based and commission based. Three partners, three associates and three staff.

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