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Financial Advisor   

$490MM AUM | $2.2MM GDC in North White Plains, NY

Member Level
Basic
Last Activity
this month

Business Mix:

50% Comm
50% Fee

General

Location
North White Plains, NY, US
12 Month Gross Revenue
$2,200,000
Number of Accounts
300
Avg Client Age
50

Overview

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.

 

Has Office Space to Share in North White Plains, NY

We own the property we occupy and currently use about 50% of the space available. We have 12 people in our firm. We also have a private parking lot.

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