$250MM AUM | $1.4MM GDC in Commack, NY

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Commack, NY, US
Fee 0% Commission 100%
$1,450,000
Gross Revenue
500
# of Accounts
60
Avg Client Age
Overview

We are a fee based financial planning firm looking to acquire or merge with a small to mid-sized firm.

Extended Profile Information

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