$166MM AUM | $1.2MM GDC in Amherst, NY

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Amherst, NY, US
Fee 0% Commission 100%
Gross Revenue
$1,250,000
# of Accounts
1,300
Avg Client Age
58
Overview

I currently work for Private Wealth Advisory Practice of Ameriprise Financial. I work with a wide range of clientele while maintaining a focus on both comprehensive Financial Planning and ongoing active management of assets. I am geared towards maintaining a high level of service white cultivating relationships and the overall client experience. I am interested in potentially purchasing a practice that I ultimately believe to be a good fit with my business model and are in line with how I envision myself growing within the industry.

Extended Profile Information

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