$135MM AUM | $1.2MM GDC in Mitchel Field, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Mitchel Field, NY, US
Profile Type
Merge | Buyer
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
175
Avg Client Age
60
Overview

Solo advisor w/staff, CFP/ChFC/CLU, 100% client satisfaction, 16+ years w/ Ameriprise, practice focuses on fee based comprehensive financial planning and investment management, I'm focused on acquiring a practice/practices that are consistent w/ our vision and potentially building an ensemble practice if suitable.

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