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Financial Advisor   

$525MM AUM | $4MM 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
$4,000,000
Number of Accounts
650
Avg Client Age
58

Overview

We are an R.I.A. managing approximately $500 million in separate account assets, primarily invested in common stocks, bonds, ETF's, and fund assets.

Looking to acquire an R.I.A in the $25,000,000 to $200,000,000 range. However, we are open to all lines of inquiry and all interest; no matter AUM or revenue. We are looking to grow our business by developing a partnership through M&A.

 

Has Office Space to Share in New York, NY

Located in the Financial District

Contact to discuss details
 
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