$1,200MM AUM | $950,000 GDC in Huntington Station, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Huntington Station, NY, US
Fee 0% Commission 100%
Gross Revenue
$950,000
# of Accounts
1,000
Avg Client Age
65
Overview

We are a fee only investment management firm with headquarters in Needham, MA and strong adviser presence in Long Island, NY. We work with individuals, families and businesses to provide investment management, financial planning and tax preparation. We are interested in acquiring a like minded firm that is looking to transition out of the business, AUM of target business between $25-$100 million, primarily fee based, using individual securities, mutual funds and etfs to manage client portfolios.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...