$100MM AUM | $800,000 GDC in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
New York, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
200
Avg Client Age
45
Overview

We are a High to Ultra High Net Worth focused boutique RIA in Manhattan. We are looking to recruit advisors and teams that have a similar client mix to our current book of business. Our minimum household size is $1mm (we make exceptions on a case by case basis). We are also looking to help retiring advisors sunset out of the business by acquiring their books and setting up packages for them to retire while still continuing to revenue share. If you are looking to move firms or are looking to set up your retirement, please reach out to ___ We are currently ONLY hiring in New York City and Miami. Please no inquiries outside of those areas.

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