$150MM AUM | $900,000 GDC in Saratoga Springs, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Saratoga Springs, NY, US
Fee 0% Commission 100%
$900,000
Gross Revenue
450
# of Accounts
65
Avg Client Age
Overview

Independent advising firm interested in buying a book of business or merging with someone interested in a succession plan.

Our firm focuses on pre and post retirement planning.

Extended Profile Information

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