Market
RIA
Member Level
Basic
Last Activity
this month
Profile Age
1,148 days old
General
Location
Mamaroneck, NY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
30
Avg Client Age
50
Overview

My practice is committed to helping clients with their financial planning and wealth management needs and doing so with white-glove client service. I have a strong institutional background, MBA in Finance, and the CFA Charter. I've also completed the CFP curriculum and will be sitting for the exam in the near future. I am looking for a like-minded practice in the $10m to $30m range to acquire or establish a buy-sell agreement.

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