$250MM AUM | $1.8MM GDC in Florham Park, NJ

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Florham Park, NJ, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
400
Avg Client Age
50
Overview

six-man team comprising of over 100 years plus experience. 25% of our business is dedicated to providing solutions for small to mid size business owners for their qualified retirement accounts; 401K, Defined Benefit Plans.

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