$90MM AUM | $800,000 GDC in Latham, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Latham, NY, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
3,500
Avg Client Age
60
Overview

I have a team of planners and we are looking to grow and acquire a practice.

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