$68MM AUM | $699,000 GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Rochester, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$68,000,000.00
Gross Revenue
$699,000.00
# of Accounts
204
Avg Client Age
66
Overview

I successfully purchased a business and would like to grow my business more. Purchased it in 2007 and never missed a payment during the recession to previous owner. We have a unique trademarked process we utilize for the creation, monitoring and updating of plans. We have specific planning processes set up for high net worth, mid affluent and low affluent, for elderly financial care and for our investment programs. I currently team with 4 other planners. I manage the planners use of our team of 6 employees. We have a planning coordinator, three product support specialists and 3 other assistants.

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