$300B AUM | $2.5MM GDC in Poughkeepsie, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Poughkeepsie, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
2,400
Avg Client Age
70
Overview

Financial, tax & estate planning and asset management practice with focus on individuals approaching retirement and/or retired

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