$30MM AUM | $200,000 GDC in Williamsville, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Williamsville, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
45
Overview

I am looking to expand my business via fee based or commission reps looking to retire or leave business. My business is equity and fund based and I utilize Albridge for performance reporting on a quarterly basis.

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