$8MM AUM | $120,000 GDC in Greenwich, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Greenwich, CT, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
37
Avg Client Age
55
Overview

Corporate RIA managing client money using the "Absolute Investment Strategies" individual managed account program. We do not do financial planning, only manage client assets in this actively managed, discretionary program. All accounts are managed exactly the same utilizing individual stocks and ETFs/ETNs, all exchange traded. Completely liquid, no lock up period, no incentive fees, no soft dollars, only fee based at 2% using hedge fund like strategies targeting absolute return.

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