Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
East Setauket, NY, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$100,000.00
# of Accounts
50
Avg Client Age
60
Overview

Beginning stages of opening an independent branch office of a large financial services firm. Looking to take on an existing book of business as well as additional advisors. The ideal situation would be to buy or merge with an existing multi advisor office.

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