$4MM AUM | $90,000 GDC in Buffalo, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Buffalo, NY, US
Fee 0% Commission 100%
$90,000
Gross Revenue
15
# of Accounts
55
Avg Client Age
Overview

I am a CFP(R) and part of a 4-advisor group. I am looking for potential acquisition opportunities or opportunities to become the succession plan for other firms.

Extended Profile Information

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