$68MM AUM | $600,000 GDC in Florham Park, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Florham Park, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
190
Avg Client Age
60
Overview

NJ fee based investment advisory Firm, with a southwest Florida satellite presence. Looking to purchase books of retirement minded non-Finra brokers. We provide comprehensive Financial Planning services, Insurance and Risk Management and a full suite of on-site tax services with our affiliated CPA Firm. Our infrastructure is recently built out, completely digitized with expedient client on-boarding processes. For advisors looking to join, we exclusively use proprietary investment models with automated rebalancing which optimizes client facing time. We will also consider absorbing retirement minded advisors with a very competitive payout.

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