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

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

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...