Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Suffern, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
55
Overview

Well established family owned business for 26 years, and have a full team including CFP(R), CPA, Estate Attorney, money management team, etc. We are looking to expand through acquisition of similar business. Presently in NY (clients in 20+states) and have now opened new office in Mesa AZ, where I have been a PT resident since 2012 along with NY residency. Looking forward to meeting and speaking with other business owners to look at possibilities.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...