PRACTICE INFORMATION

22-391 NYC Metro Headers and Charts22-391 NYC Metro Headers and Charts219-251-header2

This fee-only RIA in the New York City metro area services a client base of 110 households that are largely concentrated on the east coast. This RIA maintains a close, high-touch relationship with each client, and builds client portfolios comprised mainly of mutual funds and ETFs. This RIA’s trailing 12-month revenue is approximately $1.25 million, from managing $177.5 million in assets.

The ideal acquisition partner is a fee-only RIA that has a talented staff and is committed to building strong, long-lasting client relationships. This is a Sell and Stay® opportunity with one principal looking for a roughly 5-year glide path to retirement, while the junior principal is looking to continue their career path as a financial advisor and explore a pathway to equity with the acquiring partner firm. There is also office space to be retained and a support staff member that is looking for meaningful employment post-sale.

MORE INFO + INQUIRE

Inquire NowDOWNLOAD PRACTICE INFO SHEETView Listings BUTTON
Log in to your member dashboard to inquire. Not a member yet? Learn more and sign up for a free membership.

FP Transitions

Subscribe to our newsletter.