$200,000 AUM | $800,000 GDC in New York, NY

Market
RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
New York, NY, US
Listing Type
Buyer | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$200,000.00
Gross Revenue
$800,000.00
# of Accounts
26,000
Avg Client Age
32
Overview

Looking to acquire books of business in the New York City and Connecticut market.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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