$5MM AUM | $300,000 GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
New York, NY, US
Fee 0% Commission 100%
$300,000
Gross Revenue
160
# of Accounts
60
Avg Client Age
Overview

Looking to merge with brokers/advisers who are looking to effectively retire and have Assets managed in a joint rep.

Extended Profile Information

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