$200MM AUM | $1.2MM GDC in Paramus, NJ

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Paramus, NJ, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,200,000.00
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...