Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
760 days old
General
Location
Harrison, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$500,000.00
# of Accounts
400
Avg Client Age
45
Overview

Comprehensive financial planning firm open to merging with like minded firm or acquiring practices.

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