$275MM AUM | $1.9MM GDC in Williamsville, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Williamsville, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$275,000,000.00
Gross Revenue
$1,900,000.00
# of Accounts
600
Avg Client Age
65
Overview

We aim to offer clients the intimate and personal experience of a small boutique office while providing access to the world-class investment insights and resources of Merrill Lynch and Bank of America. We are a 4 member team with 3 FA's and 1 CA.

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