Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Florham Park, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
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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