$150MM AUM | $1.2MM GDC in Albany, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
211 days old
General
Location
Albany, NY, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
128
Avg Client Age
68
Overview

Looking fro advisors or teams looking to sunset their business or advisors that would be interested in discussing moving independent platforms.

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