$50MM AUM | $2MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Continuity
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
100
Avg Client Age
50
Overview

Honest, Transparent, Hardworking and financial planning based team that provides the highest levels of client service.

Interested in speaking to a sole practitioner that would like to retire and has no succession plan.

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