Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Schenectady, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$650,000.00
# of Accounts
300
Avg Client Age
60
Overview

Well established, multidisciplinary financial planning firm looking to buy the right firms or right book. We offer comprehensive planning, insurance, fee-based investment management, and tax preparation to a mix of clients. Professional, staff includes attorney.

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