$1.1B AUM | $15MM GDC in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
376 days old
General
Location
New York, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,100,000,000.00
Gross Revenue
$15,000,000.00
# of Accounts
4,000
Avg Client Age
60
Overview

We are offering a home and plan for financial advisors looking to plan for their own retirement and if those RRs own their own RIA or BD we would also look to purchase that company. we can provide high quality compliance, operations and legal support so you no longer have to carry such costs and risks

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