$24MM AUM | $145,000 GDC in Ewing, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Ewing, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$24,162,000.00
Gross Revenue
$145,000.00
# of Accounts
320
Avg Client Age
52
Overview

I am a partner in a 3 partner financial services firm. All the partners are EA's or CPA's with accounting/tax practices (separately owned). I am looking to grow my financial services practice with the intent to focus on financial services in the long term.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...