$240MM AUM | $1.8MM GDC in Albany, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Albany, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$240,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
1,100
Avg Client Age
63
Overview

We are looking to grow our firm by acquiring practices from advisors who are looking to retire or exit the industry within the next 5-10 years. Additionally, we are open to the possibility of merging with an existing firm to increase scale and marketing opportunities.

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