Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$280,000.00
# of Accounts
74
Avg Client Age
54
Overview

Primarily Wealth Management, fee based some insurance.
Algorithm based model with six portfolios, three equity, two debt and an alternative. The alternative portfolio is commission based with both REIT's and BDC's. We have our own B/D for this purpose.

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