$350 AUM | $1.8MM GDC in Shrewsbury, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Shrewsbury, NJ, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
800
Avg Client Age
65
Overview

We are a well established wealth management group with 20 years experience providing primarily fee based advice focused mostly on affluent families and small - mid size businesses. Specifically, we act as our clients' financial planner, banker, and investment strategist. We have never had a formal complaint or lawsuit. We manage about 350 million dollars for about 100-120 families. We are looking to grow our business through acquisitions in either NJ, NY or Colorado. We are interested in working with successful advisors who share our values and goals and are looking to transition to retirement but are worried about who will take care of their ___ are in many cases their good friends

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