$45MM AUM | $490,000 GDC in Manlius, NY

LISTING SOLD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller
Location
Manlius, NY, US
Fee 0% Commission 100%
$490,000
Gross Revenue
150
# of Accounts
70
Avg Client Age
Overview

100% Bond business since 1971. All double A long term quality bonds. Looking for immediate succession and sale. Most clients in the NY and upstate NY area.

Extended Profile Information

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