Overview

100% Fee Based
High Margin Business
Mix-
83% Private Clients
11% Trust Services-Corporate Trustee
06% 401k/403b-Defined Contribution Plans

Looking to Merge with Firms that have an interest in the following-
-Growing Their Private Client Business
-Establish and/or Grow Corporate Trustee Business
-Establish and/or Grow 401K/403B DCP Business
- Acquisition and Recruiting of Broker Dealer Reps
-Establish and/or Grow Locations in NYC, Westchester Co,Southern CT, Northern NJ.

Last Activity
within 6 months

Business Data

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Resources
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