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Financial Advisor

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

Member Level
Basic
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$2,100,000
Number 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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