$500MM AUM | $5MM GDC in Albany, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Albany , NY, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
4,200
Avg Client Age
50
Overview

as a hybrid wealth management firm with 20 advisors and 10 support staff we are actively persuing the purchase/merger of other advisors and acting as their succession plan , whether today tomorrow or in the future

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