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Financial Advisor   

$85MM AUM | $500,000 GDC in New York, NY

Member Level
Basic
Last Activity
this week

Business Mix:

35% Comm
65% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$500,000
Number of Accounts
250
Avg Client Age
60

Overview

We are dedicated to providing investment management and strategic wealth planning to High Net Worth Families and Corporations. We strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
I am looking to acquire businesses from RIA's and Hybrid advisors in NY & NJ.

 

Has Office Space to Share in New York, NY

I have space in an executive sweet.

Contact to discuss details
 
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