$225MM AUM | $1.5MM GDC in Stamford, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Stamford, CT, US
Fee 0% Commission 100%
$1,500,000
Gross Revenue
680
# of Accounts
63
Avg Client Age
Overview

SEC RIA formed over 7 years ago, fee only. Looking to merge with or buy like minded firms. National presence, but open to developing a local presence as well. Partners have a combined 75+ years of experience.

Extended Profile Information

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