Overview

Iron Birch Advisors is a boutique advisory practice affiliated with Ameriprise Financial. We are located in Midtown Manhattan and looking to expand the practice within the city as well as Northern NJ. With over 120 years of industry experience the team is comprised of multiple female advisors, a CFP, former hedge fund manager, and other specialists.
We are looking to merge or acquire practices that share the same focus as us; focusing on solid relationships and offering a complete menu of services to our clients. We offer full-service amenities for the advisor, high payouts, full-service support, and more importantly, access to quality platforms. If you wish to merge and want to manage your clients, or sell and stay on, we have found ways to accommodate both scenarios.

Please message to speak further about possible synergies.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
590 days old

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