Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
659 days old
General
Location
Rochester, NY, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$225,000,000.00
Gross Revenue
$1,716,776.00
# of Accounts
350
Avg Client Age
60
Overview

We do full financial planning with several financial advisers who are looking to buy or merge their practice and a financial adviser who is looking for a successor.

If you are interested in starting a conversation, please contact me.

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