$125MM AUM | $800,000 GDC in Saratoga Springs, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Saratoga Springs, NY, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
400
Avg Client Age
61
Overview

I'm looking to grow my practice by acquiring books of business or merging my book to acquire the right talent. We are a fee based practice with a focus on the pre and post retirement planning market. We have experienced explosive growth and I'm looking for experienced staff to facilitate our growth. If you are looking to retire or put together a succession plan than we should have a conversation.

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