$140MM AUM | $980,000 GDC in Buffalo, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
280 days old
General
Location
Buffalo, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$980,000.00
# of Accounts
150
Avg Client Age
60
Overview

Financial planning based, fee based, asset allocation, conservative. Strong client relationships.

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