$170MM AUM | $2.8MM GDC in Massapequa, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Massapequa, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,750,000.00
# 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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