$70MM AUM | $699,000 GDC in Pittsford, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Pittsford, NY, US
Fee 0% Commission 100%
$699,000
Gross Revenue
304
# of Accounts
58
Avg Client Age
Overview

We are a growing hybrid RIA affiliated with LPL Financial with $70mm AUM. We have built a team environment that is developing and evolving a 'virtual family office' concept that helps our clients with comprehensive financial planning, estate consideration, risk mitigation and wealth management.

Extended Profile Information

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