$3,000MM AUM | $27MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Continuity
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$27,000,000.00
# of Accounts
1,100
Avg Client Age
60
Overview

Our mission is to preserve and grow client wealth. Our Investment portfolios seek to generate substantial income and to compound that income at attractive rates over time by investing in municipal bonds and high dividend-yielding equities. We tailor client portfolios to meet individual investment objectives, accommodating risk tolerances, income requirements, tax situations, and other specific needs.

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