$200MM AUM | $140,000 GDC in Princeton Junction, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Princeton Junction, NJ, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$140,000.00
Overview

I am equity research analyst. Currently working at Cirrus Research, before this I worked for Evercore ISI, Credit Suisse, Donaldson, Lufkin & Jenrette and Robeco Investment for last 20+ years.

We are interested in working with RIA in helping them improve their investment process, build model portfolios and provide research reports. We have model portfolios for large/mid/small. We also have portfolio for GARP, Quality and deep value.

We are working with few RIAs who have invested about $200+ mm based on our models.

If you are interested in working with us please contact us.

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