Market
RIA
Member Level
Lite
Last Activity
this week
General
Location
Cheshire, CT, US
Profile Type
Merge | Find Successor | Continuity
Business Type
Registered Investment Advisor
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
170
Avg Client Age
62
Overview

Independent RIA with insurance license. 100% referral business since 1987. Very low client turnover. Unique operating structure allows for flexibility and leveraged growth potential. We outsource nothing except custody, self contained operation. Currently offering in house, proprietary wrap type mutual fund managed accounts with 20yr GIPS "compatible" track records available for turnkey promotion. Looking for a squeaky clean breakaway successor type individual with existing book where we could work together to see if it's a good fit, OR seeking a modestly sized CT fee only RIA firm to merge with that shares similar high ethical standards.

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