$16MM AUM | $150,000 GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Rochester, NY, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$16,000,000.00
Gross Revenue
$150,000.00
# of Accounts
90
Avg Client Age
55
Overview

Aim is to grow organically / acquisition / merge in the next five years. Then initiate a five year transition into a succession plan, while still growing the practice.

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