$320MM AUM | $3.3MM GDC in Melville, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Melville, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$320,000,000.00
Gross Revenue
$3,300,000.00
# of Accounts
800
Avg Client Age
55
Overview

We are an independent, boutique firm that provides a high level of service and personal attention to our clients. We are looking to attract advisers or firms looking to sell or merge with a strategically well planned wealth management company with a vibrant culture and team.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...