Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Delmar, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$500,000.00
# of Accounts
400
Avg Client Age
50
Overview

A complete Financial Services Firm with an emphasis on Fee-Based planning, tax preparation, retirement planning, qualified plans with strategic partners (Paychex, ADP, JPM, Fidelity. Pershing), insurance and wealth management. Looking to acquire practices of individuals looking to retire now or within the next few years.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...