$80MM AUM | $720,000 GDC in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
New York, NY, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$720,000.00
# of Accounts
300
Avg Client Age
65
Overview

Comprehensive integrated retirement income and estate planning practice seeking to increase revenues and AUM via strategic alliance, acquisition or merger with existing/retiring advisor(s).

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