$240MM AUM | $2MM GDC in Stamford, CT

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
870 days old
General
Location
Stamford, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$240,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
243
Avg Client Age
65
Overview

We are a 100% fee based, family owned RIA looking to buy or merge with another firm or Portfolio Manager. We are SEC registered and have been in business since 1994.

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