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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$800,000,000.00
Gross Revenue
$5,000,000.00
# 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.

Business Mix Info

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