$60MM AUM | $839,066 GDC in Buffalo, NY

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Buffalo, NY, US
Fee 0% Commission 100%
Gross Revenue
$839,066
# of Accounts
333
Avg Client Age
50
Overview

We in 30th year of operations and Interested in seeking acquisition/merge opportunities in Western New York and New Orleans, Louisiana. Finding the right fit is essential since we are fee based, and driven by our social mission. Our core business is financial planning and ESG portfolio management. We are looking to tactically expand both area.
If you are a team player and are seeking unique growth opportunities in this changing world, please reach out.

Extended Profile Information

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