$35MM AUM | $175,000 GDC in Syracuses, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Syracuses, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$175,000.00
# of Accounts
120
Avg Client Age
60
Overview

A hybrid model 66 % advisory, 20 % brokerage, 14 % insurance

TD Ameritrade is my advisory custodian

direct with everything else

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