Market
RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
New York, NY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$100,000,000.00
Gross Revenue
$700,000.00
# of Accounts
200
Avg Client Age
60
Overview

I'm looking to purchase a business to add to my exiting practice. Ideally the seller would stay on for a period of 2- 3 years so as to integrate the clients , etc. I'm very active with fee based, commissions, estate planning, financial planning and insurance. A portion of my business also involves Capital Markets where I cover a number of Institutions.

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