$400MM AUM | $2.1MM GDC in Tarrytown, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Tarrytown, NY, US
Fee 0% Commission 100%
$2,100,000
Gross Revenue
400
# of Accounts
60
Avg Client Age
Overview

Group of 3 principals (4 total advisors) that have an average of 25 years of experience, and have all worked together for our entire careers as advisors. We are independent advisors.

We practice holistic financial planning for our clients, primarily retirees, and the majority of our business is fee based invesment management.

We have offices in Tarrytown, NY, and have the flexibility to build out more space if needed.

We are open to several options;
1) Having a mid-level producer join our firm. Great opportunity for turnkey office space, mentoring, and high payout.
2) Having a small group join our firm.
3) Buying a practice. Ideally a practice that focused on investments and financial planning.

Has Office Space to Share in Tarrytown, NY

We have some room in our office, but have the ability to build out additional office space if necessary.

Contact to discuss details
 
Extended Profile Information

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