$375MM AUM | $1.4MM GDC in New York, NY

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000
# 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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