Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Elmsford , NY, US
Profile Type
Merge | Join A Practice
Fee 0% Commission 100%
AUM
$8,000,000,000.00
Gross Revenue
$80,000,000.00
# of Accounts
100,000
Avg Client Age
52
Overview

Large, dynamic NY & CT financial service firm with 8B AUM and 80M Revenue looking for opportunities to support advisors with enterprise value and succession planning. Tremendous local resources built over the past 15 years for marketing, operations, business management, coaching, and financial planning.

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