$19MM AUM | $160,000 GDC in Rochester, NY

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Rochester, NY, US
Fee 0% Commission 100%
$160,000
Gross Revenue
340
# of Accounts
45
Avg Client Age
Overview

I am a younger, but seasoned advisor looking to acquire a book or books of business. I'm open to working with other advisors and helping them transition/sell their practice so they can retire or buying outright. Please only contact me if you are serious.

Extended Profile Information

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