$3B AUM | $4MM GDC in Shelton, CT

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Compatibility
Location
Shelton, CT, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

We are a RIA with a friendly BD.
We have two divisions of our RIA. One focuses on private wealth through CFP driven financial planning.
The second specializes in providing fiduciary advice to retirement plans of all sizes.
The partners have decades of experience in the industry and have built a firm from the ground up for clients and employees.
We are interested in talking to like minded advisers looking to join from a wirehouse, an existing RIA that wants to leverage our capabilities, or a founder looking for a high quality firm to take care of his/her clients as part of a succession plan.
We custody at both Fidelity and Schwab.
Lets have a conversation!

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