$205MM AUM | $1.5MM GDC in Melville, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Melville, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$205,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
400
Avg Client Age
62
Overview

Independent Fee Based RIA firm Wealth Management Firm focusing on full financial planning and investment management.

Looking for like minded firm to purchase or independent adviser to join our firm

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