Market
RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
831 days old
General
Location
Goshen, NY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$39,000,000.00
Gross Revenue
$350,000.00
# of Accounts
100
Avg Client Age
60
Overview

We are a practice focused on retirement planning and tax advice for small business owners.

We are looking to acquire businesses with a focus on managed money, financial planning, and/or tax advisement.

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