$340MM AUM | $1.3MM GDC in New York, NY
Member is Interested In:
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.
David Edwards, President