$40MM AUM | $300,000 GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
50
Overview

My business mix consists of Financial Planning, Wealth Management (mostly managed accounts and some annuities, individual Life and Long-Term Care Insurance as well as retirement plans (mostly 401(k)'s and 403(b)'s). I have also have an Employee Benefits practice consisting of Medical Insurance, Dental Insurance, Group Life/AD&D, STD and LTD.

I am looking to purchase practices.

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