$25MM AUM | $200,000 GDC in Lake Success, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession
Location
Lake Success, NY, US
Fee 0% Commission 100%
$200,000
Gross Revenue
80
# of Accounts
63
Avg Client Age
Overview

Transnational business looking to move more into advisory.
Looking to possibly buy a practice or take on a Jr partner

Extended Profile Information

Loading...