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Financial Advisor   

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

Member Level
Premier
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Whippany, NJ, US
12 Month Gross Revenue
$525,000
Number 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.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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