Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Stamford, CT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$8,000,000.00
# of Accounts
150
Avg Client Age
50
Overview

We have a small team that manages just under $1 billion in AUM for high net worth individuals and families. We pride ourselves in offering high touch service and operating like an outsourced family office for many of our clients who are spread across the United States.

We are looking to acquire and transition books of business in the $50 million to $500 million range. We recently absorbed a book with great success and transitioned a great advisor into retirement. We are different than most advisors in that we have a small client base and are willing to pay a meaningful premium over what advisors could generally sell their book for. We are open to whatever terms and timeframes are most helpful for the advisor in transition.

We have concentrations of clients in the Northeast, in the West (Colorado, Arizona, Utah, California, Idaho, Nevada) as well as Florida and Texas and are particularly interested in growing our business in those regions.

Please reach out if you'd like to discuss our team as a potential succession option for you.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...