Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Syosset, NY, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$8,000,000.00
Gross Revenue
$700,000.00
# of Accounts
75
Avg Client Age
50
Overview

Employee Benefits firm specializing in the middle market
Executive Benefits
Individual Life for high net worth clientele
Looking for:
1. P&C firm to collaborate with possibily move into our space or yours
2. Benefits firm looking to sunset or merge
3. CPA firm looking to partner and build a benefit practice

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