$35MM AUM | $325,000 GDC in Oyster Bay, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession
Location
Oyster Bay, NY, US
Fee 0% Commission 100%
$325,000
Gross Revenue
600
# of Accounts
56
Avg Client Age
Overview

My business has been built on word of mouth/referrals. I also have a large percentage of my business that has come from my natural market. I moved my practice into downtown Oyster Bay, NY in August of 2015. My practice is financial planning based, and has very strong client and asset retention. I hope to purchase a practice or merge with another practice in my area to grow my business.

Extended Profile Information

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