$300MM AUM | $2.2MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
120
Avg Client Age
52
Overview

We are an RIA that is interested in acquiring or merging with the right partner, ideally (but not necessarily) a professional who would want to be part of a team or who would want to transition his or her book over a short or long time period.

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