Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$500.00
Gross Revenue
$2,000,000.00
# of Accounts
100
Avg Client Age
45
Overview

Have built a fee based business with ultra HNW and small institutional clients with almost 100% client retention. Looking for a partner to continue this growth with or to acquire a book of similar clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...