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Financial Advisor   

$30MM AUM | $260,000 GDC in New York, NY

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$260,000
Number of Accounts
35
Avg Client Age
50

Overview

NY Registered RIA. $30mm in AUM, very sticky. Build individual stock portfolios in large-cap value style. Trained as mutual-fund analyst at Sanford Bernstein, Baron Capital and Davis New York Venture Funds. Small LP.

 
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