$18MM AUM | $150,000 GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Rochester, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
425
Avg Client Age
40
Overview

I focus on 403b business. I am looking to expand the pre-retirement section of my book. Also, acquire small practices that I can consolidate in with my current practice.

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