Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Clifton Park, NY, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

We are a full-service brokerage firm offering customized services to private and institutional clients. We are an independent Broker Dealer focused on building and maintaining strong relationships with our clients.

As a regional broker dealer who's been in business for over 40 years we are looking to grow both our advisory business and brokerage business through acquisition and training. Our firm is run by advisors for advisors.

If you are interested learning more about becoming and independent advisor we would like to connect with you to discuss how our model is designed to help you grow your business.

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