$20MM AUM | $800,000 GDC in Melville, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Melville, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

I have an extensive insurance and financial planning practice and am looking to grow the AUM business and offer our insurance and financial planning services to the acquired clients

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