Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
1,109 days old
General
Location
Poughkeepsie, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$400,000.00
# of Accounts
385
Avg Client Age
50
Overview

We are an Independent RIA and Insurance Agency located in Poughkeepsie, looking to acquire fee based books of business and/or assist in converting a book to fee based. We are willing to take on advisers looking to leave the B/D world to start a fee based business.

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