$1B AUM | $25MM GDC in New York, NY

Market
RIA
Member Level
Premier
Last Activity
this month
Profile Age
42 days old
General
Location
New York, NY, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$25,000,000.00
# of Accounts
600
Avg Client Age
55
Overview

We are a NYC based RIA which was built to replicate a private bank. We focus on financial planning, trust & estate and insurance for high net worth clients. We have also created a corporate services team for 401k, equity compensation and DB plans, alternative investments and investment banking divisions. We are looking for advisors and firms who are interested in merging for scale, who are also creative and want to be involved in deals, capital raises and future lead flow from our institutional clients.

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