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

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# 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.

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