$85MM AUM | $500,000 GDC in New York, NY
Member is Interested In:
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.