Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
674 days old
General
Location
Pittsford, NY, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$220,000,000.00
Gross Revenue
$1,280,000.00
# of Accounts
4,600
Avg Client Age
58
Overview

We are an 6 independent advisors (2 are smaller producers) with a mid sized B/D, an OSJ and support staff. The overall goal is to be in one branch office and hire or merge younger advisors into our practices for succession of our experienced advisors. We and our B/D are investing more money & time into streamlining procedures and technology to become more efficient for the future. Finding people who will fit our values and styles is very important and we are open to new ideas to remain viable for the future.

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