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

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity
Location
Whippany, NJ, US
Fee 0% Commission 100%
$525,000
Gross Revenue
175
# of Accounts
62
Avg Client Age
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

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