Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Pittsford, NY, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$150,000.00
# of Accounts
125
Avg Client Age
65
Overview

Mutual funds, REIT's, Reg D Private Placements, Annuities, and life insurance.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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