Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Scotch Plains, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$36,000,000.00
Gross Revenue
$350,000.00
# of Accounts
175
Avg Client Age
60
Overview

Operate 2 RIA firms. One is an RIA to an investment company of 4 no load mutual funds. Also serve as the portfolio manager to the 4 funds, each a fund of funds based on specific asset classes. My other RIA is working with individuals and providing investment, insurance and financial planning services. To grow my practice and to facilitate an eventual internal succession plan I am looking to buy a practice.

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