Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
West Nyack, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$48,800,000.00
Gross Revenue
$450,000.00
# of Accounts
206
Avg Client Age
65
Overview

Interested in purchasing a practice to expand my book by $15-40 million in AUM.

Went independent from a bank program ( over 2 years ago) Currently have a book of $48 million+ of which 65% is fee based, $3 million of A/C shares funds with trails and over $10 mil of VA with trails. Looking to grow my AUM to $50mil +. Name of firm is Palisades Wealth Management located in West Nyack ,NY.

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