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Financial Advisor

$1,050MM AUM | $6MM GDC in Utica, NY

Member Level
Premier
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Utica, NY, US
12 Month Gross Revenue
$6,000,000
Number of Accounts
1,000
Avg Client Age
50

Overview

Strategic is a growing RIA with scale and a unique culture. We are on the lookout for like-minded, client centric investment/wealth management firms that could be a good fit into our overall business plan.

 
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