$145MM AUM | $2.8MM GDC in Massapequa, NY

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Massapequa, NY, US
Fee 0% Commission 100%
$2,750,000
Gross Revenue
1,500
# of Accounts
58
Avg Client Age
Overview

We are an Independent RIA with offices in New York and Connecticut. We have successfully purchased two practices and are continuing our expansion.

Extended Profile Information

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