$23MM AUM | $335,000 GDC in Poughkeepsie, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
744 days old
General
Compatibility
Location
Poughkeepsie, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$335,000.00
# of Accounts
300
Avg Client Age
50
Overview

We are an Independent RIA and Life, Accident and Health 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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