$190MM AUM | $1.2MM GDC in Woodbridge, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Woodbridge, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$190,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
900
Avg Client Age
58
Overview

Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

Whether it's developing a fee-based financial plan, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

We look forward to helping you take control of your financial future.

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