$50MM AUM | $500,000 GDC in Croton Falls, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Croton Falls , NY, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
700
Avg Client Age
50
Overview

Carminucci Wealth Management. I am looking to buy a practice. I am NOT looking to merge with another practice, unless it's with an eye toward a short term succession plan or retiring advisor. High cash upfront payment for the right candidate. Combination Tax and Investment practices preferable

Extended Profile Information

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