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Financial Advisor   

$20MM AUM | $150,000 GDC in Holmdel, NJ

Member Level
Basic
Last Activity
this month

Business Mix:

5% Comm
95% Fee

General

Location
Holmdel, NJ, US
12 Month Gross Revenue
$150,000
Number of Accounts
256
Avg Client Age
55

Overview

We are a 4 person Team 3 CFP professional and one CFA. One of our members also is a CPA with Master's in Taxation. Combined we have more than 25 years of experience.
Our practice is a holistic approach and highly client centric. We are looking to acquire advisors practices whose values align with ours. We are growing, and would like to grow as a team. Jointly, the team has approximately 100 million AUM.

 
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