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Financial Advisor   

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

Member Level
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee


North White Plains, NY, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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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