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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Rochester, NY, US
Fee 0% Commission 100%
$150,000
Gross Revenue
90
# of Accounts
55
Avg Client Age
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.

Extended Profile Information

Loading...