$950MM AUM | $5.8MM GDC in Great Neck, NY

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Continuity
Location
Great Neck, NY, US
Fee 0% Commission 100%
Gross Revenue
$5,800,000.00
# of Accounts
700
Avg Client Age
62
Overview

We are a high net worth RIA and we seek to acquire or merge with a similar company. We also seek to acquire a RIA that targets an average account size under $1.5 million and that manages the assets either through stocks, fixed income, ETF'd and/or mutual funds.
We are also interested in hiring Investment Advisors that want to broaden out their client base in a rapidly growing firm. We are location agnostic and are seeking highly motivated individuals or teams to help us expand our presence nationally.

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