Overview

I wish to acquire a practice in the Buffalo, NY area with $50-75,000,000 under management, the majority of which are fee-based, or can be converted to fee-based within 12-18 months. I provide comprehensive financial planning as well as asset and risk management. I am transitioning to 100% fee-based asset management and financial planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
Jan. 31, 2017

Business Data

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Clearing Firm / Custodian

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