$700MM AUM | $4.5MM GDC in Buffalo, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Buffalo, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$700,000,000.00
Gross Revenue
$4,500,000.00
# of Accounts
210
Avg Client Age
60
Overview

We are a full service wealth management firm with several layers of advisers across different ages. We also own an in house CPA firm to service our investment clients. We are fee-only, high-touch, asset allocators. We also have a focus on advanced estate planning techniques.

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