$90MM AUM | $1MM GDC in Albany, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Albany, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,040,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are an Albany, NY based financial planning and advisory practice looking to grow organically as well as via acquisition and/or merger. Our clients spread covers from Western N.Y.S. out to the Long Island area. Our technology-based practice has growth capacity for both case preparation, business processing and targeted marketing program.

Ideal candidates could be planning near term (1-3 years) retirement, looking to align with an experienced team or need more resources and capacity to grow the practice.. We are flexible with the financial terms of a deal as well as the continuing role (s) of the current advisor (s).

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