$300MM AUM | $2MM GDC in Buffalo, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Buffalo, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Currently manage approximately $300 million under management with a partner and we are looking to expand because we have capacity. CFPs that do comprehensive planning and operate a fee based business.

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