$495MM AUM | $4.3MM GDC in Williamsville, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Williamsville, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$4,300,000.00
# of Accounts
3,900
Avg Client Age
67
Overview

Looking to acquire practices in Buffalo, possibly Rochester. Also, we are interested in speaking with advisers who want to join a RIA team.

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