$90MM AUM | $900,000 GDC in Cranford, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Cranford, NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
700
Avg Client Age
60
Overview

I have been a Financial Advisor for over 17 years. I take pride in making myself available for my clients and doing what I believe is right. My service model includes generally having a quarterly contact with all of my clients. I currently service two areas,one in Cranford, NJ and the other in Pinecrest, Fl. My goal is to grow my practice in both New Jersey and Florida. I have 2 Associate Financial Advisor. In addition I do have a beautiful newly renovated office space located in the desirable downtown Cranford, New Jersey area with room for growth. I am open to bringing on established/growing advisors as well.

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