$1B AUM | $7.2MM GDC in Tarrytown, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Tarrytown, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$7,200,000.00
# of Accounts
1,800
Avg Client Age
63
Overview

We are an investment management and wealth advisory firm looking to collaborate with aspiring professionals to build a fiduciary-driven, technology bent, growth enterprise. We are not a roll-up/aggregator, but a team of highly motivated and experienced investment and business professionals committed to institutionalizing the firm's deep investment research capabilities and wealth management experience.

If you would like to learn more about us, visit our website (___). We have research and advisory centers in New York City, Tarrytown, NY, Arlington, VA, and advisory offices in Boston, MA, Portland, OR and Juneau, AK.

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