$75MM AUM | $450,000 GDC in Port Jefferson, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Port Jefferson , NY, US
Fee 0% Commission 100%
$450,000
Gross Revenue
120
# of Accounts
60
Avg Client Age
Overview

Looking to grow firm. Our current AUM is 85 million with a team of three advisors. Very interested in purchasing or merging with firms in Suffolk County NY and keeping LPL Financial as broker/dealer. We currently hold two offices, one in Port Jefferson, NY and one in Bayport, NY. Our team has over 30yrs experience in financial planning.

Extended Profile Information

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