Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
New York, NY, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
30
Avg Client Age
45
Overview

We manage municipal portfolios for high net worth individuals. We are covered by more than 70 dealers and trade more than $3 billion of bonds annually. Our partners have more than $30 million invested in municipals. We bring a different approach to municipal management. We are looking to partner with firms needing a municipal expertise. We have no pre set formula.

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