$20MM AUM | $180,000 GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$180,000.00
# of Accounts
52
Avg Client Age
54
Overview

We are a wealth management firm
Sophisticated algorithmic model
Six portfolios including one alternative portfolio.
We own a B/D in which we only transact REIT's & BDC's for our RIA clients.
In business eight years
We have two active partners one is 30 I am 69.
We both have insurance licenses and do both consulting business as well as offer voluntery benefits.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...