Market
RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$40,000,000.00
Gross Revenue
$250,000.00
# of Accounts
50
Avg Client Age
50
Overview

Aventine Financial Group LLC is seeking a purchase of between $5MM & $50MM in client assets. We are willing to structuring a life-time annuity for the seller including an initial upfront payment between 20% - 30% of purchase price.

We are a fee-only fiduciary private wealth management firm, looking to grow our business by providing a home for B/D's or independent advisors who are looking to retire over the next one to three years. Contact us today at (___-___-____ if you are interested in learning more.

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