$60MM AUM | $600,000 GDC in Rochester, NY

Assets Under Management $60,000,000
12 Month Gross Revenue $600,000
Location Rochester, NY, US

Business Mix:

30% Commission
70% Fee

Has Office Space to Share in Rochester, NY

Space is centrally located within a 15 minutes of just about any side of Rochester. Set-up is Turn-key, private office space available for 1 person or a small team. We're able to accommodate advisers, attorney, CPA or insurance agents. Office is staffed with a receptionist and set-up with shared conference space for client meetings. Feel free to message for more details.

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