$9MM AUM | $80,000 GDC in Orchard Park, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
364 days old
General
Compatibility
Location
Orchard Park, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
60
Avg Client Age
61
Overview

Value based wealth manager with fee based financial planning available for clients. Most clients currently retired or preparing for retirement. Our team's main goal is maintaining our clients' financial security.

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