$560,000 AUM | $4.7MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$4,700,000.00
# of Accounts
1,189
Avg Client Age
58
Overview

Apexium Financial LP is a fee only RIA that also does financial planning, tax strategies and insurance. Main offices in Philly, NYC and White Plains, NY. We are affiliated with a large public CPA firm with offices throughout the Northeast. We seek to acquire fee based AUM from top quality advisors with like minded "client first" mentality who seek to retire immediately or within a short-term. We have first rate technology and back-office support.

We will also consider bringing on a younger advisor who has portable aum. We are not brokerage based. Main custodians are Schwab and Fidelity institutional.

We have an active and growing 401k practice and are fully DOL compliant.

We have our own GA insurance contracts with several leading carriers, and our partners are also principals of M Financial, so we have access to proprietary products.

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