Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Roslyn, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$200,000.00
# of Accounts
250
Avg Client Age
50
Overview

comprehensive planning and wealth management
life, disability, and long term care insurance

I'd like to merge or buy a practice.

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