$68MM AUM | $680,000 GDC in Rochester, NY

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Rochester, NY, US
Fee 0% Commission 100%
Gross Revenue
$680,000.00
# of Accounts
300
Avg Client Age
50
Overview

Comprehensive Financial Planning team poised to assist advisers advance their career by providing a turn-key platform to manage & grow their client base. We have a highly trained and ethical team of advisers and support staff ready to help, from an individual adviser planning to advance their career; to a more senior adviser looking to create a continuity & eventual succession plan.

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