$60MM AUM | $515,000 GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Rochester, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$515,000.00
# of Accounts
700
Avg Client Age
55
Overview

I'm looking to grow my practice through acquisition. I manage portfolios on a discretionary basis for my clients. I also add annuities to help reduce market risk and add assurance for retirees.

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