$15MM AUM | $125,000 GDC in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
New York, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$125,000.00
# of Accounts
8
Avg Client Age
80
Overview

Was an institutional commodity broker have transitioned over to wealth management just starting out. Understand the workings of the markets and wealth management platform. Would like to find someone interested in partnering or transitioning their book with a percentage of gross as payment over time.

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