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

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

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

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...