$10MM AUM | $70,000 GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
150 days old
General
Location
Rochester, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$70,000.00
# of Accounts
250
Avg Client Age
50
Overview

I help small businesses, their owners and employees by providing tools to grow, plan for succession, prepare for retirement, and assist in planning for their estate. I would like to find other advisors who have similar business models as I do, that may be getting ready to plan their own succession and retirement.

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