$75MM AUM | $375,000 GDC in New City, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
New City, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$375,000.00
# of Accounts
90
Avg Client Age
45
Overview

I HAVE APPROXIMATELY 75,000,000 UNDER MANAGEMENT, LOOKING TO BUILD TO $200,000,000 TO PASSON TO MY GRANDCHILDREN WHO ARE NOW IN THE BUSINESS. prefer 401K AND 403B CLIENTS. 80% OF MY BUSINESS IS QUALIFIED BUSINESS THE REST IS HIGH NETWORTH

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