$100MM AUM | $2MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

My business right now is a healthy mix of alternative investments, equities, mutual funds, and some insurance products (annuities/life insurance). My branch is transitioning into a much larger RIA business with a proprietary model and many strategic partnerships in place. As a branch we have a team in place that specializes in each aspect of our client's portfolios and are looking to expand our clientele. We hold clientele globally.

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