$177MM AUM | $1.1MM GDC in Albany, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Albany, NY, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
1,825
Avg Client Age
55
Overview

We are a small mutual bank in upstate New York with 21 branches in the Albany NY area. We have recently hired 3 senior advisors, 5 junior advisors and 2 admin staff from a larger financial institution and we are now looking to purchase wealth management practices. 3 of our advisors have the CFP designation.

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