$40MM AUM | $280,000 GDC in Armonk, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Armonk, NY, US
Listing Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$280,000.00
# of Accounts
400
Avg Client Age
55
Overview

We are a small, client-centric advisory firm. Almost exclusively fee-based managed assets. Looking to build our business, bring on younger employees with like-values, and establish continuity planning.

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