$16MM AUM | $120,000 GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Rochester, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$16,000,000.00
Gross Revenue
$120,000.00
# of Accounts
50
Avg Client Age
50
Overview

I am part of a firm that has over $50M in assets under management. Looking for advisors with quality books of business that needs a successor - one who will take care of the clients and has a quality firm resources to provide top notch service.

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