$20MM AUM | $200,000 GDC in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
531 days old
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
125
Avg Client Age
45
Overview

I'm looking to purchase a RIA business of someone who is looking to leave the business, or potentially merge with someone. I focus on retirement planning for individuals and business owners.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...