$1,000MM AUM | $11MM GDC in New York, NY

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$11,000,000.00
# of Accounts
300
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.

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