$16MM AUM | $115,000 GDC in Manhasset, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Manhasset, NY, US
Fee 0% Commission 100%
Gross Revenue
$115,000.00
# of Accounts
101
Avg Client Age
55
Overview

Spinning off a new division of Arch Financial Group ($500million AUM) that will work exclusively with women in transition. I am interested in speaking first with woman owned practice looking for succession plan. Secondly with a local advisor looking to merge for economies of scale. Please reach out to me at ___-___-____.

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