$150MM AUM | $500,000 GDC in Elmira, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Elmira, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$500,000.00
# of Accounts
3,000
Avg Client Age
65
Overview

We are a investment subsidiary of an exchange listed financial institution. Our clearing firm is LPL Financial. We are seeking to expand our footprint into the Albany NY markets. We currently have 34 branch banking locations throughout the Southern Tier of New York, The Northern Tier of Pennsylvania and the Capital region of New York State. We have an interest in purchasing an RIA or an established investment practice .

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