$100 AUM | $950 GDC in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
New York, NY, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$100.00
Gross Revenue
$950.00
# of Accounts
80
Avg Client Age
59
Overview

1. Manage HNI, Pension funds and endowments
2. Invest in Blue chip Companies (Equity & Debt)
3. Invest in Mutual Funds and ETF's
4. 70% Fee business and 30% Transaction business
5. Estate Planning includes Financial Plans, Insurance, Annuities

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