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Financial Advisor   

$500MM AUM | $5MM GDC in Great Neck, NY

Member Level
Basic
Last Activity
this month

Business Mix:

35% Comm
65% Fee

General

Location
Great Neck, NY, US
12 Month Gross Revenue
$5,000,000
Number of Accounts
800
Avg Client Age
52

Overview

I am looking for mergers, and succession. I can take on partners and bring them to my firm or offer straight buy-outs. I have a very large practice and money is not an issue. Call me at ___-___-____. I can offer any one with a book an attractive deal they cannot refuse.

 
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