$45MM AUM | $350,000 GDC in Schenectady, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
376 days old
General
Compatibility
Location
Schenectady, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
200
Avg Client Age
60
Overview

CFP looking to expand client base.

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