Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Stamford , CT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,600,000,000.00
Gross Revenue
$7.00
# of Accounts
1,000
Avg Client Age
55
Overview

We are a firm made up of two RIAs (one has some business with Cetera). We manage over 1.6B and focus on clients between 1-50mm (various business lines). We are currently looking for an advisor tuck in or to be succession plan for an advisor in Stamford CT. We are also looking for firms to acquire (must be a cultural fit) in various locations across the country. Our offices our in CT and Michigan.

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