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Financial Advisor   

$205MM AUM | $1MM GDC in Chappaqua, NY

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Chappaqua, NY, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
600
Avg Client Age
55

Overview

Find smaller practice to merge into our firm. We have an office in Manhattan as well.

 
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