$110MM AUM | $1.1MM GDC in So. Floral Park, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
So. Floral Park, NY, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
1,400
Avg Client Age
49
Overview

We currently sell Mass Mutual insurance and trade in FOREX. Looking to acquire advisors or books of business that have clients in more conventional investments.

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