Market
RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
196 days old
General
Location
Malta, NY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$60,000,000.00
Gross Revenue
$500,000.00
# of Accounts
525
Avg Client Age
50
Overview

We are a RIA with two partners, Managing Partner is a CPA and CFP while the second partner is a CFP's. We have been affiliated with a CPA firm and share and have a strong background in personal, trust and estate areas which works well with our Financial Planning objectives. We do not sell products. The practice began in the early 1990's. We have been experiencing growth over the last 10 years and would like this to continue. Managing partner is in his 60's while the other partner is in his mid 30's. We have a well established client base and our client turnover is minimal. Our clients trust our opinions and value our service.

We are looking to keep growing organically but if the right opportunity arose we would look at a potential purchase.

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