$80MM AUM | $1MM GDC in Suffern, NY

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Suffern, NY, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
500
Avg Client Age
55
Overview

Well established family owned business for 26 years, and have a full team including CFP(R), CPA, Estate Attorney, money management team, etc. We are looking to expand through acquisition of similar business. Presently in NY (clients in 20+states) and have now opened new office in Mesa AZ, where I have been a PT resident since 2012 along with NY residency. Looking forward to meeting and speaking with other business owners to look at possibilities.

Extended Profile Information

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