$23MM AUM | $250,000 GDC in Wappingers Falls, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
820 days old
General
Location
Wappingers Falls, NY, US
Listing Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$23,000,000.00
Gross Revenue
$250,000.00
# of Accounts
350
Avg Client Age
60
Overview

We've been building a business whose goal is to help people Retire Well. We're looking to train a broker(s) who would like to learn how to build their own practice(s) as well as eventually manage the day to day of our accounts here in New York (Mainly Dutchess County) while we continue to recruit and develop our business in California, Puerto Rico, and Florida.

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