$110MM AUM | $1.2MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$1,210,000
# of Accounts
475
Avg Client Age
62
Overview

We are a boutique comprehensive wealth management firm
that looks at our clients entire financial picture and coordinates the five keys areas of financial planning. My reps and I are all CERTIFIED FINANCIAL PLANNERS(TM). We are an independent RIA.

Extended Profile Information

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