Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Red Bank, NJ, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$43,000,000.00
Gross Revenue
$300,000.00
# of Accounts
130
Avg Client Age
60
Overview

Suitable acquisitions. Open to merging a practice with a like-minded partner. Seek primarily fee-based relationships.

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