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Financial Advisor   

$300MM AUM | $1.2MM GDC in New York, NY

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$1,200,000
Number of Accounts
435
Avg Client Age
55

Overview

We are a rapidly growing (40% annual rate) RIA based in Manhattan. We are looking to add solo advisors managing $25-75 million in assets who are looking to get rid of all compliance, technology and operations headaches so that they can focus all their energies on their clients. Our clients typically have between $250K-$10 million in investable assets. We have clients across the US, also in Europe.

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Best regards.
David Edwards, President
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