$50MM AUM | $500,000 GDC in Bronxville, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
433 days old
General
Compatibility
Location
Bronxville, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
250
Avg Client Age
55
Overview

I deal primarily with individual securities and ETFs. I work with liquid securities that trade at the market.
I do pure money management and don't work much with Insurance.
Our focus is value investing and income investing.
Individual stocks, Tax Free Bonds, CEFs, ETF's.

As a growing wealth manager, from this sight I am hoping to find a book of business compatible to mine to continue to grow.

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