Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Profile Age
596 days old
General
Location
Melville, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,000,000,000.00
# of Accounts
4,000
Avg Client Age
45
Overview

Looking for smaller firms to merge with out larger organization or be bought outright.

Business Mix Info

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Clearing Firm / Custodian

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