Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Latham, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$850,000.00
# of Accounts
200
Avg Client Age
60
Overview

Our team would be interested in finding other advisors looking for Succession planning or selling their practice

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