$387MM AUM | $4.7MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
New York, NY, US
Fee 0% Commission 100%
$4,671,817
Gross Revenue
1,014
# of Accounts
55
Avg Client Age
Overview

We realize that transitioning your relationships to the right firm is extremely important to you. Berson & Corrado is both a CPA firm and an RIA, with locations in NYC and Bergen County NJ.

We offer a comprehensive suite of service to our clients. Across the firm we have the ability to bring in experts in the field of asset management, tax, estate planning, and insurance, to maximize the client experience through a team approach.

We look forward to the opportunity of exploring any synergies between our firms.

Extended Profile Information

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