$500MM AUM | $5MM GDC in New York, NY

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$5,000,000.00
# of Accounts
200
Avg Client Age
55
Overview

Fifty year old investment management firm looking to expand our wealth management for ultra high net worth private clients through bringing on another financial advisor or purchasing another practice. Asset allocation focus with high levels of client service.

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