$900,000MM AUM | $6.5MM GDC in Tarrytown, NY
Member is Interested In:
We are a regional wealth advisory and investment management firm looking for like-minded professionals to build a compelling fiduciary driven, technology bent, growth enterprise. We are not a roll-up/aggregator, but a team of highly motivated and experienced financial and business professionals committed to institutionalizing the firm's deep investment research capabilities and wealth management experience.
We have offices in Tarrytown, NY, New York City, Virginia, and Washington DC. Visit us at: (___).