$60MM AUM | $300,000 GDC in Lynbrook, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Lynbrook, NY, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
100
Avg Client Age
50
Overview

Financial planning practice providing wealth management to HNW clients including business owners, artists, entertainers and entrepreneurs. Services include life insurance, premium financing, disability and LTC, asset management, managed portfolios and corporate benefits.

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