$35MM AUM | $140,000 GDC in New City, NY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
New City, NY, US
Fee 0% Commission 100%
$140,000
Gross Revenue
60
# of Accounts
57
Avg Client Age
Overview

I am looking to acquire or merge with another practice. The acquisition would likely be made by my RIA affiliate. I am looking for advisors to join my practice.

All the accounts I manage are discretionary and fee based. I also act as a sub-advisor to another RIA. Value investing principles are used in all investment strategies. We work closely with our clients in their financial planning needs.

Extended Profile Information

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