Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
630 days old
General
Location
Rochester, NY, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$500,000.00
# of Accounts
17
Avg Client Age
45
Overview

I oversee 50 million of Qualified Retirement Plan assets and have been specializing in this space for 19 years.
I have created an DOL/IRS compliance oversight process to help Plan Sponsors meet their fiduciary obligations.

My firm recently celebrated its 40th anniversary and oversee 1 billion of assets.

I am passionate, hard working, and looking to increase the number of plans I oversee.
Please contact me if you are looking for someone who can deliver excellent service.

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