$100MM AUM | $1.5MM GDC in Pittsford, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Pittsford, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
500
Avg Client Age
65
Overview

Currently looiking to add accounts to my practice as I have added an advisor and he is not at full capacity.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...