$250MM AUM | $1.6MM GDC in Plainview, NY

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Plainview, NY, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
656
Avg Client Age
65
Overview

We are a wealth management/ financial planning firm looking to grow through acquisition and/ or merger. We specialize in financial planning, investment management and institutional retirement plan management. From a business standpoint, we have multiple generations of advisors and a defined succession plan in place and we feel we add value through practice management and technology enhancement.

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