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Financial Advisor   

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

Member Level
Premier
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Suffern, NY, US
12 Month Gross Revenue
$1,000,000
Number 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.

 
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