$40MM AUM | $390,000 GDC in Rochester, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Continuity
Location
Rochester, NY, US
Fee 0% Commission 100%
Gross Revenue
$390,000
# of Accounts
585
Avg Client Age
55
Overview

Registered Investment Advisor firm, CFP firm, fee based only looking to examine valuation comparisons and planning succession. Firm not for sale or merger.

Extended Profile Information

Loading...