Market
RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Glenmont, NY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$62,000,000.00
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. $62 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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