$750MM AUM | $4MM GDC in Stamford, CT

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Stamford, CT, US
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

We are an RIA looking to identify practices which are seeking an optimal solution for succession and have comfort knowing that their clients will be well-cared for. We are interested in buying some or all of a practice if that makes sense for both parties. We are mostly interested in households with over $3,000,000 of AUM.

Founded in 2000, Relyea Zuckerberg Hanson (RZH) is a SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT. RZH provides comprehensive wealth management services to affluent individuals and multi-generational families. Our approach to financial planning and deep client interaction has allowed us to be very selective focusing on HNW individuals and families in transition, women on their own for the first time financially, retiring executives and management of trust assets.

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