$110MM AUM | $800,000 GDC in Uniondale, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Uniondale, NY, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
375
Avg Client Age
62
Overview

Entertaining the thought of buying a practice. Would also consider having some sort of arrangement to take over a practice in a short period of time (1-5 year) allowing the existing advisor to have an exit strategy.

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