$40MM AUM | $300,000 GDC in Fairport, NY

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Fairport, NY, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
180
Avg Client Age
63
Overview

Independent advisor working with mainly individuals on financial planning, asset management etc. I currently work alone. I would be open to acquiring another advisors practice under the right conditions and terms and geographic location ( Rochester NY ) Also possibly interested in becoming the successor of another advisors business.

Extended Profile Information

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