Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Profile Age
223 days old
General
Location
Buffalo, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
300
Avg Client Age
60
Overview

Growing CPA/Financial services firm looking to grow both organically and strategically. Also looking for like minded (independent thinking/fee based) individuals who understand that the clients needs come first. We look at long term goals that need to be attained versus short term revenue.

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