$1.6MM AUM | $20,000 GDC in New York, NY

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Seller | Merge | Continuity
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$20,000.00
# of Accounts
10
Avg Client Age
50
Overview

Huygens is a digital investment advisor. ___

We have developed our own digital engagement platform that is investment strategy agnostic.

We want to make our platform available to other wealth managers seeking a way to digitally engage with prospects and clients.

We also offer a set of proprietary, tactical asset allocation strategies, all driven by our equity market stress indicator.

We are seeking to merge with an established firm that has need of our technical capabilities and solution platform.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...