$8.5MM AUM | $175,000 GDC in Brooklyn, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
378 days old
General
Compatibility
Location
Brooklyn, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$8,500,000.00
Gross Revenue
$175,000.00
# of Accounts
32
Avg Client Age
40
Overview

I am 32 and have been working in the insurance and investment field for 5 years. I have recently become a CFP® and an IAR. I am looking to substantially grow my AUM and Financial Planning business and maintain my insurance business. I would like to merge with an adviser within 5-10 years of retirement for mentoring and a succession planning arrangement.

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