$32MM AUM | $200,000 GDC in Harrison, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Find Successor
Location
Harrison, NY, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
65
Overview

Life insurance, mutual funds, SMA's and some private placements.
3 years away from succession.

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