$15MM AUM | $100,000 GDC in Buffalo, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
436 days old
General
Compatibility
Location
Buffalo, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$100,000.00
# of Accounts
500
Avg Client Age
50
Overview

I have a broad scope of practice covering many disciplines of financial planning. I am looking to continue building my book of business, network with other industry professionals, and find practices to purchase.

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