$35MM AUM | $150,000 GDC in Skaneateles, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Skaneateles, NY, US
Fee 0% Commission 100%
$150,000
Gross Revenue
190
# of Accounts
54
Avg Client Age
Overview

I am the principal of DFMG with an independent broker dealer. Our business primarily focuses on fee based asset management, personal planning and insurance services.

Extended Profile Information

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