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Financial Advisor   

$35MM AUM | $1 GDC in New York, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$1
Number of Accounts
35
Avg Client Age
50

Overview

I am an investment research-focused advisor who came from the hedge fund space four years ago. Over the last three years, I have put a great deal of effort into developing sophisticated investment and operating procedures. My practice offers clients the individual attention and customization you'd ask from an advisor, packaged with the professional research acumen normally found in a hedge fund. Our mission is to give institutional-class service at a retail price. We are on this site to either purchase a book of business or succeed a practice.

 
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