$475MM AUM | $3.5MM GDC in Long Island City, NY

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Long Island City, NY, US
Fee 0% Commission 100%
Gross Revenue
$3,500,000.00
# of Accounts
2,200
Avg Client Age
48
Overview

We are a wholly owned subsidiary of the United Nations FCU and have very prestigious global brand recognition. We are in the process of transitioning our business into a practice that is heavily weighted towards fees. We have also established a hybrid model that offers our Advisors access to a comprehensive global suite of investment solutions, including managed portfolios available in 4 core currencies. We also own an insurance agency that offers a comprehensive suite of business/commercial and personal solutions and the clients have yet to be approached about investment advisory services so a significant opportunity for cross sell.

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