$350MM AUM | $3MM GDC in Ballston Lake, NY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Ballston Lake, NY, US
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
500
Avg Client Age
60
Overview

Currently 46 years old. Have CFP,CPA,CFA and JD within my organization. Looking to purchase other quality books of business.

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