$1.2B AUM | $950,000 GDC in
Huntington Station, NY
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.