$1MM AUM | $1 GDC in Elmira, NY

Market
Advisor/RIA
Member Level
Lite
Last Activity
within 3 months
General
Compatibility
Location
Elmira, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1.00
# of Accounts
1
Avg Client Age
1
Overview

Comprehensive Independent Financial and investments Advisory Firm specializing in retirement planning and retirement plans. Looking to Acquire Clients and expand practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...