$65MM AUM | $365,000 GDC in Valley Stream, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Valley Stream, NY, US
Listing Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$365,000.00
# of Accounts
25
Avg Client Age
55
Overview

I would consider buying a small firm that is based on Long Island or nearby that has 20 - 30 retail investors and/or 401k clients.I am also looking for an external successor in the event of my death.

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