$10MM AUM | $750,000 GDC in Newark, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Newark, NY, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$750,000.00
# of Accounts
6,000
Avg Client Age
55
Overview

Full financial services brokerage firm looking to grow through the acquisition of quality firms. We do wealth management, nearly every type of investment and insurance, group benefits, payroll, accounting, quickbooks and tax preparation.

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