$120MM AUM | $650,000 GDC in Pittsford, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Pittsford, NY, US
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
250
Avg Client Age
55
Overview

Regent Financial Group, LLC helps individuals, families and businesses create, accumulate, preserve and distribute wealth. We do this with discipline and the perspective gained from years of wealth management. We understand that clients want comprehensive investment advice and a full menu of sophisticated financial planning services and products. We are interested in identifying other advisors that share our vision and are looking to sell their practice and transition out.

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