Overview

We are a NYC based RIA with a focus on financial planning for high net worth clients. We are structured like a private bank with open architecture allowing us to provide a wide variety of products and services to our clients. This includes a corporate services team for 401k, equity compensation and DB plans, alternative investments, insurance and investment banking. We are looking for advisors and firms who are interested in merging or selling.

Market
RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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