$590MM AUM | $3.5MM GDC in
New York, NY
I work with a great team of advisors in NYC who are actively expanding their practices in the tri-state area. We are looking to partner up with experienced advisors and share with them our unique business model. Our team is made up of Independent Advisors with an Open Architecture product platform. We also have the support of a Branch Office with ongoing training and support allowing our advisors to continue to grow their practices to new levels.
With the structure and support that our teams have we are positioned perfectly to purchase practices and provide the high level of service that your clients have become accustomed to. We have the ability to support the transition of practices over time or immediately depending on your time line. We are very fortunate to be able to secure financing for the purchase of books of business internally so we will be able to pay you what you deserve for all of your hard work in a timely manner.
In addition we have a New Advisor Training Program that is designed to create a pipeline of entry level advisors to support our experienced advisors efforts in expanding their practices as either Sales Assistants or Junior Partners.