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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Utica, NY, US
Fee 0% Commission 100%
$6,000,000
Gross Revenue
1,000
# of Accounts
50
Avg Client Age
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.

Extended Profile Information

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