$240MM AUM | $1.5MM GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
333 days old
General
Location
Rochester, NY, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$240,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
1,000
Avg Client Age
57
Overview

My partners and I are interested in acquisitions with a focus on giving the seller options and flexibility as they wind down. We aim to help advisors transition through a successful retirement and leave their clients confident and assured moving forward.

If you are interested in having a conversation, feel free to contact anytime.

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