$125MM AUM | $525,000 GDC in Whippany, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Whippany, NJ, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
Gross Revenue
$525,000.00
# of Accounts
175
Avg Client Age
62
Overview

General financial planning. Investments and insurance. Looking for either small acquisitions or firms looking to merge into our company to help create continuity.

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