$100MM AUM | $1.1MM GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
768 days old
General
Compatibility
Location
Rochester, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,150,000.00
# of Accounts
500
Avg Client Age
50
Overview

We are a multi-advisor wealth management firm with a focus on planning and a wholly owned investment management firm. We are interested in purchasing a small book of business from an advisor who is looking to exit the industry.

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