$600MM AUM | $3.5MM GDC in Buffalo, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Buffalo, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$600,000,000.00
Gross Revenue
$3,500,000.00
Overview

We're a 15 employee shop, focusing on giving our clients an extremely high level of service, while providing investment advice and personal financial consulting. We have an in house CPA firm exclusively servicing out investment clients.

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