$25MM AUM | $170,000 GDC in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
New York, NY, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$170,000.00
# of Accounts
120
Avg Client Age
45
Overview

I am looking to expand my business through acquisitions. While my brand has $15mm under management, I co-advise on $50mm other money with a succession plan in place.

I am looking for firms in the NY/NJ/LI area who may be looking to sell their business and whose client base will be a good fit to our process and culture. We are handling more of our investment process in house using mutual fund portfolios and otherwise focus on creating additional value-add through financial planning processes.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...