$40MM AUM | $400,000 GDC in Pittsford, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Pittsford, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
60
Overview

I hope to find a practice to purchase. I have office space available for the transitioning advisor to share while the process unfolds.

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