$250MM AUM | $2.1MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$2,100,000.00
# of Accounts
750
Avg Client Age
56
Overview

Our practice works with 300 clients, primarily in the Northeast, Florida and California. A team of four professionals services our clients with a high touch approach that focuses on the client's financial big picture.

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