$65MM AUM | $600,000 GDC in Fairport, NY

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Fairport, NY, US
Fee 0% Commission 100%
$600,000
Gross Revenue
250
# of Accounts
60
Avg Client Age
Overview

We focus on comprehensive financial planning and are seeking to acquire the practice of advisors nearing retirement and looking for a succession plan.

Extended Profile Information

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