$50MM AUM | $140,000 GDC in Wilton, NY

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Wilton, NY, US
Fee 0% Commission 100%
Gross Revenue
$140,000.00
# of Accounts
2,000
Avg Client Age
45
Overview

I primarily work in the 403(b) market place. However, every year I continue to do more retail business and managed accounts. I am interested in purchasing a practice.

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