$490MM AUM | $2.2MM GDC in North White Plains, NY
Member is Interested In:
We are an RIA & Broker Dealer focused on Wealth Management and DC plan advisory services. Our BD was formed in 1986 and the RIA was formed in 2009. Our business model is focused on growing our advisory business and continuing to transition existing business from our BD to our RIA. We are looking for acquisition and/or merger opportunities on the RIA Wealth Management side. We would also be interested in strategic partnerships with larger firms to scale our distribution. We hope to develop relationships with firms that share a similar business model to ours.