Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$375,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
560
Avg Client Age
55
Overview

We are a rapidly growing (30% 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 & South America

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Best regards.
David Edwards, President
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