Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Profile Age
88 days old
General
Location
Buffalo, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$220,000.00
# of Accounts
50
Avg Client Age
55
Overview

Growing, Independent Financial advisor. Looking to merge with an existing practice, crate a succession plan or purchase a practice.

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