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

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Location
New York, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,210,000.00
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...