$2MM AUM in Charlestown, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Charlestown, MA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
# of Accounts
6
Avg Client Age
55
Overview

We are a startup RIA interested in partnering or joining other RIA in New England. Our focus is investment management. We specialize in multi-asset class investing using ETF's but also do security selection (global long/short, equity themes including ESG).
Looking for somebody with lots of multi-asset class experience as well as a research driven process? Somebody that is marketing savvy and can talk in English to investor? Let's talk and discover how to create synergies! Eric Weigel at ___, ___-___-____

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