$225MM AUM | $1.6MM Rev in
New York, NY
We are looking to scale our RIA business through acquisition or merger. We are a full service wealth management firm that provides fee based personal financial planning services, investment advisory services and tax and accounting services, primarily to closely held businesses and high net worth and high income individuals. We have a unique value proposition with the ability to offer tax mitigation strategies to all our clients through our team of highly skilled CPA's.