Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
New York City, NY, US
Profile Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$600,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
4,000
Avg Client Age
57
Overview

We are a mature established practice and are seeking additional growth through an acquisition or merger. In addition we are well positioned with a very accomplished younger group of advisors to help perpetuate the existing practice well into the future. We are a hybrid firm B/D and IAR.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...