$50MM AUM | $1.3MM GDC in Uniondale, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Uniondale, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
250
Avg Client Age
60
Overview

We are looking to purchase a book of business or partner and merge with an advisor or team of advisor's that are in transition

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