Overview

We are a Registered Advisory Firm located in Dutchess County, NY. This company is know for providing personal RIA services to our clients. This RIA entity is affiliated with a separate financial company located in the same office building, which is not for sale. The RIA business needs more attention at this time and has significant potential for the right firm or individuals. The 2 companies working together in the same building can be very rewarding but not necessary.

I am looking to transition away from my practice within the year 2021-2022 and eager to engage with likeminded advisors with an AUM of 50MM or less.
My ideal candidate would have a similar company focus, client centered, and reside with 50 miles of my current location. I am open to staying on 3-6 months to assist with the transition.

Last Activity
6 months or more
Listing Age
924 days old

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