$160MM AUM | $800,000 GDC in Saratoga Springs, NY

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Saratoga Springs , NY, US
Fee 0% Commission 100%
$800,000
Gross Revenue
400
# of Accounts
60
Avg Client Age
Overview

Building a fully integrate pre and post retirement practice. Looking to buy existing books of business for growth and advisor who wants to phase out over a 2 to 3 year period of time

Extended Profile Information

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