Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
805 days old
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$725,000.00
# of Accounts
324
Avg Client Age
55
Overview

We are a holistic boutique registered investment advisory firm whose expertise encompasses financial, estate and retirement planning as well as investments and a wide range of life, health and P&C insurance solutions. Our team heralds from all different backgrounds with complementary skills that allow us to bring detailed customized solutions to the financial needs of high net worth individuals and small to medium size businesses.

Our business is built on the understanding that every person is unique and has one-of-a-kind circumstances that need to be addressed. Our decades of experience collaborating with a large cross-section of industry experts has given us the knowledge to think outside the box when devising strategies and solutions to meet our clients short and long-term goals.

Our extensive technology platform uses tools such as Orion, Schwab, eMoney, Hidden Levers, RedTail Technology, PreciseFP, FPBeanCounters, Advisor Assist, FP Transitions and Microsoft’s suite of programs

We are currently in search of like-minded advisors who believe the optimal way to enhance a client’s overall experience and satisfaction is to deliver comprehensive solutions within a high touch model.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...