$40MM AUM | $360,000 GDC in Princeton, NJ

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Location
Princeton, NJ, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$360,000.00
# of Accounts
118
Avg Client Age
53
Overview

We are a growing RIA firm in Princeton NJ looking for partnership opportunities with like-minded firms. We help individuals and families handle all the financial complexities in life. We allow them experience the best life possible with the money they have.

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