$5MM AUM | $175,000 GDC in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
New York, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$175,000.00
# of Accounts
85
Avg Client Age
57
Overview

Primarily under valued blue chips and varies fixed income vechicles. Transaction practice with recently adding insurance into the mix (mostly annunities, life insurance, & 401k management).

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