Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Tinton Falls, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
225
Avg Client Age
60
Overview

We currently manage over $120 million in assets. We offer fee based financial planning, while providing clients with customized products to fit their individual needs. We primarily work with doctors and are looking to acquire smaller practices.

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