Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
East Syracuse, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$350,000.00
# of Accounts
500
Avg Client Age
55
Overview

Independent Financial Advisory firm. Primarily fee based with P&C capabilities. Looking to grow practice both internally/referrals and through acquisition.

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