$40MM AUM | $200,000 GDC in Albany, NY
Sep 07, 2017•2 min
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Episode description
PRACTICE FOR SALE:
$40MM AUM | $200,000 GDC in Albany, NY
View this Listing: https://successionlink.com/advisors/19040/
Overview: 70% managed money 30% insurance products which includes annuities & life insurance.
Looking to sell and accepting offers immediately.
CFP or CHFC preferred. 20% downpayment with the remainder to be paid in no more than 36 months. Firms outside of New York not considered.
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