Market
RIA
Member Level
Premier
Last Activity
this month
Profile Age
253 days old
General
Location
Melville, NY, US
Profile Type
Buyer | Continuity
Business Type
Registered Investment Advisor
AUM
$1,300,000,000.00
Gross Revenue
$15,000,000.00
# of Accounts
4,000
Avg Client Age
60
Overview

We are looking to buy books of business and/or create succession plans from like minded advisors. We have well over 20 years experience with an extensive mix of products. We clear through NFS/Fidelity.

Also looking to bring on existing advisors with books of business

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