$130MM AUM | $1.3MM GDC in New Hartford, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
New Hartford, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
1,000
Avg Client Age
62
Overview

We are looking to purchase a practice to expand our business through acquisition or merger allowing us to grow our footprint in the upstate New York area. We have 25 years experience in advising successful professionals, executives, business owners, and their families by developing customized strategies to help our clients gain financial independence. Our team takes the time to build relationships and get to know our clients, providing them with a comprehensive financial plan using a variety of wealth management strategies.

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