$30MM AUM | $326,000 GDC in Utica, NY

Market
RIA
Member Level
Basic
Last Activity
this week
Listing Age
40 days old
General
Compatibility
Location
Utica, NY, US
Listing Type
Seller | Merge | Find Successor
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
Gross Revenue
$326,000.00
# of Accounts
48
Avg Client Age
58
Overview

Mostly do manage money for clients also sell specialty products such as LTC and life if needed.

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