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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Rochester, NY, US
12 Month Gross Revenue
$150,000
Number 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.

 
Extended Profile Information

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Finance
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New Opportunities Daily
Zero Transaction Fees
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Acquisition Guidance
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