Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Rochester, NY, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$71,500,000.00
Gross Revenue
$695,000.00
# of Accounts
525
Avg Client Age
64
Overview

Looking to expand and grow the firm via purchase. Our desire to merge/acquire with an established firm is serious and timing is flexible. We currently service clients throughout the Buffalo, Rochester and Syracuse regions as a hybrid RIA. The firm's focus is holistic planning and providing the best client experience. Integrity, ethics and care for clients is imperative. Fee based customized portfolio asset management is our specialty and differentiator. We have a passion for guiding our clients and take pride in our work. There are currently 4 practicing advisors with 2 licensed administrative support staff. Offices located in Buffalo, Williamsville, Brockport and Brighton, NY.

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