$50MM AUM | $415,000 GDC in Red Bank, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Red Bank, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$415,000.00
# of Accounts
279
Avg Client Age
60
Overview

I am a comprehensive financial planner. I work with clients building wealth, planning for education, saving for retirement, creating income in retirement and estate planning. I have been taking on new clients strictly through referrals but am now considering growing my practice.

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