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Financial Advisor   

$110MM AUM | $875,000 GDC in Haddonfield, NJ

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Haddonfield, NJ, US
12 Month Gross Revenue
$875,000
Number of Accounts
400
Avg Client Age
55

Overview

Fee-only RIA with asset management and financial planning clients. Looking to grow via acquisition in the Philadelphia Tri-State Area. We have two partners, one 54 years old and one 30 years old. We have extensive past experience with acquiring books of business. A perfect fit for us would be an advisor looking to retire within the next 3-5 years.

 
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