$250MM AUM | $1.5MM GDC in Amherst, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Amherst, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

ATTENTION SELLERS IN WNY, PLEASE SEND YOUR CONTACT INFO TO START A CONVERSATION. Looking to grow my practice through mergers, acquisition, and succession planning. 4 successful successions in the past 7 years. Ideal book is fee based focus with appx $20m-$75m AUM. Would consider more or less under proper circumstances. Western and Central NY focus as my primary footprint currently is Buffalo to Binghamton.

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