$60MM AUM | $550,000 GDC in White Plains, NY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
White Plains, NY, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
250
Avg Client Age
60
Overview

General Financial planning firm with 2 reps. We are looking to expand.

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