Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
261 days old
General
Location
Syracuse, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$350,000.00
# of Accounts
30
Avg Client Age
45
Overview

Our business is servicing and running 401(k) plans. We have roughly 30 plans on the books and are looking to grow that through acquisition or merger. We have been in this business for 30 years with extensive background in compliance, investments, and employee education. There is a very small portion of rollover business that we have not expanded into and would be interested in that expertise as well.

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