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Financial Advisor   

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

Member Level
Premier
Last Activity
within 2 months

Business Mix:

30% Comm
70% Fee

General

Location
Massapequa, NY, US
12 Month Gross Revenue
$2,750,000
Number of Accounts
1,500
Avg Client Age
58

Overview

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

 
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