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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

5% Comm
95% Fee

General

Location
Pittsford, NY, US
12 Month Gross Revenue
$699,000
Number of Accounts
304
Avg Client Age
58

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.

 
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