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Financial Advisor   

$300MM AUM | $2MM GDC in Albany, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Albany, NY, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
400
Avg Client Age
55

Overview

Looking to acquire other practices or position ourselves as the succession/continuity plan.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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