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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Haddonfield, NJ, US
Fee 0% Commission 100%
Gross Revenue
$875,000
# 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.

Extended Profile Information

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