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Financial Advisor   

$75MM AUM | $750,000 GDC in Florham Park, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Florham Park, NJ, US
12 Month Gross Revenue
$750,000
Number of Accounts
15
Avg Client Age
60

Overview

We manage a concentrated, long-only, US equity strategy in addition to managing the assets of a few individual clients. We are interested in exploring possible partnerships for our RIA business and/or supplement (what is) our primary focus of the LindeHansen Mutual Fund/SMA lineup.

 
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