Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Profile Age
1,064 days old
General
Location
Ny, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$50,000,000.00
# of Accounts
5,000,000
Avg Client Age
50
Overview

Our firm traces its roots over 170 years. We have a legacy of servicing our Investment Banking clients as well as our High New Worth clients on a worldwide basis via our dual FCA and FINRA registration.

In order to leverage its growing B/D and $1 Billion+ in client assets, Our firm has recently launched an RIA. The RIA is designed to offer a diverse set of solutions for its clients including asset management, insurance, and a full suite of corporate services. ( Equity comp administration, 401k's, cash management )

We are the firm of choice for RIA's/Advisors looking for the next step in their evolution. Our offering is attractive to potential partners by offering a competitive transition package, industry leading advisor economics and a unique equity ownership structure. Additionally, there are tremendous opportunities to leverage business with our investment banking clients.

Please feel free to contact Ken Mathieson @ ___-___-____ ___

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