$43MM AUM | $500,000 GDC in New York, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
New York, NY, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$43,000,000.00
Gross Revenue
$500,000.00
# of Accounts
76
Avg Client Age
55
Overview

I would like to consider a sale with an existing book of business and allow my expertise to add continued value . My academics and operational expertise in engineering provides for solid due diligence in private equity opportunities in energy, real estate and local community banking .

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