Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
639 days old
General
Location
Port Jefferson Station, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
250
Avg Client Age
55
Overview

We are a firm primarily focused on fee based asset management and financial planning. We are looking to purchase a book of business/practice from a motivated seller.

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