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Financial Advisor   

$800MM AUM | $5MM GDC in New York, NY

Member Level
Premier
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$5,000,000
Number of Accounts
300

Overview

We are interested in acquisitions, mergers or joint ventures with firms that are very similar to our own. We are especially interested in firms that specialize in financial planning.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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