$1.5B AUM | $10MM GDC in Melville, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
460 days old
General
Location
Melville, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$1,500,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
5,000
Avg Client Age
50
Overview

CEO/President of a local independent firm centrally located in Melville, NY. We are a affiliated with a leading Independent Broker Dealer in a Super OSJ format looking to expand our firm and are willing to buy your book. Our advisers are looking to grow their practices. Whether you are interested in selling or partnering up contact us to discuss your options.

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