$130MM AUM | $850,000 GDC in Paramus, NJ

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Paramus, NJ, US
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
400
Avg Client Age
55
Overview

Financial planning and fee based investing looking to purchase another practice or working with another like minded CFP for further acquisitions and growth.

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