$1B AUM | $16MM GDC in Suffern, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Suffern, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$16,000,000.00
# of Accounts
5,200
Avg Client Age
65
Overview

We are a multi-generational Investment Management firm focused on the high-net-worth and UHNW market. We are looking to acquire like-minded teams or RIA's to join our prestigious organization. Our flagship office is located in midtown NYC, and we are looking to expand into the tri-state area, as well as Chicago, Dallas, Southern CA, and Southern FL

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