$60MM AUM | $500,000 GDC in Syracuse, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Syracuse, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
200
Avg Client Age
55
Overview

Looking to acquire and/or merge an existing practice. We deliver comprehensive wealth management through a collaborative Financial Planning process, offering a Private Client experience where no detail is too insignificant.

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