$500MM AUM | $2.5MM GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Rochester, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
500
Avg Client Age
60
Overview

Looking to purchase a book of business or partner with an advisor who is considering retirement in the next few years. We are a team of 4 FA's with the business model to add assets.

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