$525MM AUM | $4MM GDC in New York, NY
Member is Interested In:
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.