$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%
Gross Revenue
$300,000
# of Accounts
160
Avg Client Age
60
Overview

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

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