$90MM AUM | $800,000 GDC in Spring Lake, NJ

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Location
Spring Lake, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$800,000.00
# of Accounts
100
Avg Client Age
55
Overview

Hybrid model Wealth Management Firm located in Monmouth County, NJ. interested in purchasing or merging with a fee based asset management practice to increase revenue and develop a succession plan.. Primarily interested in a practice where assets are managed by Third Party Asset Managers like Asset Mark, SEI, etc., as well as offering Annuity, Mutual Fund, Insurance and Financial Planning.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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