$55MM AUM | $750,000 GDC in Glenmont, NY

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Glenmont, NY, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
351
Avg Client Age
60
Overview

RIA, established 1995. Fee-only investments; custodian is Fidelity Institutional Wealth Management. Approx. $55 AUM. We also offer fixed insurance (life, DI, LTC). Woman-owned business; specializing helping in suddenly single women of wealth. Looking to buy a practice only.

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