$947MM AUM | $9.4MM GDC in Melville, NY

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Melville, NY, US
Fee 0% Commission 100%
Gross Revenue
$9,445,290.00
# of Accounts
5,000
Avg Client Age
50
Overview

My name is Jonathan Kuttin and I am an advisor with my primary office headquartered in Melville, New York; and have several offices located throughout the country. I have been in practice for over 20 years. My practice is recognized by Barrons as One of the “Top 100 Independent” practices in the United States 6 years in a row (2010-2016). My firm, Kuttin Wealth Management has 12 partners and 18 staff members and is actively looking to grow via acquisitions. We have purchased several practices over the past 20 years and have been very successful in ensuring a smooth transition for all involved existing employees/staff, seller(s), and especially the clients. As a firm, we are very client-service oriented and focused on providing a great client experience. Our practice manages approximately $1 billion in assets and produces in excess of $9 million per year in GDC (Gross Revenue) and growing approx. 20% annually, via experienced advisor recruiting, practice acquisitions, and organically (via existing client & professional alliance referrals). One of my senior partners would be willing to relocate for the right opportunity. I look forward to learning more about your practice and hope we have the opportunity to create a mutually beneficial relationship, and optimal transition.
Regards,
Jonathan S. Kuttin, CRPC®, CAS®, AAMS®, AWMA®, CMFC®, CRPS®, RFC
Private Wealth Advisor
Kuttin Wealth Management
A Private Wealth Advisory Practice

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