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Financial Advisor

AUM | $500MM GDC in New York, NY

Member Level
Premier
Last Activity
2 weeks

Business Mix:

5% Comm
95% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$500,000,000

Overview

Focus Financial Partners is a leading investor in the independent wealth management space. Our partnership is comprised of 45+ independent wealth management businesses throughout the country and over $500 million in run-rate revenues across the group. Focus serves its firms as a non-controlling, strategic partner and owners grow to the next level, both organically through our value-added programs and via M&A. We welcome the opportunity to speak with RIA owners and advisors about our unique partnership model, we've completed over 150+ transactions since 2006.

 
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