$150MM AUM | $900,000 GDC in Montgomery, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
320 days old
General
Location
Montgomery, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$900,000.00
# of Accounts
1,100
Avg Client Age
60
Overview

Currently have 3 FA's looking to grow AUM by purchasing an existing book of business in Orange County, NY primarily thru fee platform structure.

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