$750MM AUM in Great Neck, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Great Neck, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$750,000,000.00
# of Accounts
400
Avg Client Age
55
Overview

RIA managinging customized long only portfolios for HNW families and Institutions

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...