$40MM AUM | $300,000 GDC in Fairport, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Fairport, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
65
Overview

We're Fairport Wealth Management, Inc. a full service Financial Planning firm located at Fairport Savings Bank. We're looking to buy or merge with a FP Practice to grow our practice and further serve the community.

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