Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Marion, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$951,000.00
# of Accounts
700
Avg Client Age
72
Overview

As a seasoned independent financial services firm, located 20 minutes East of Rochester New York, in the heart of Wayne Co. New York, we are looking to grow our practice through acquisition of retiring advisors. Looking to be connected with advisors in a 50 mile radius that are looking to establish a succession plan with an intended buyer.

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