Overview

We are a boutique wealth advisor handling UHNW clientele. We wish to acquire an advisor with $20 M - $40 M involved in financial planning who intends to retire in the next 3-5 years. New York City and Long Island are target markets. Investment products only (minimal or no insurance). Ideal candidate has clients primarily in the $2 M - $10 M range.

Also have office space to share

Last Activity
6 months or more

Business Data

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Mutual Funds

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