$105,000 AUM | $105MM GDC in Red Bank, NJ

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Red Bank, NJ, US
Fee 0% Commission 100%
Gross Revenue
$105,000,000
# of Accounts
450
Avg Client Age
55
Overview

Consultative business AUM 105million 65% Fee based 35% transaction (Fixed Income). Ins and Annuity producer. Retirement Income and Finanacial Planner.

Interested in Acquiring a Partice of an Advisor that is interested in retiring in 3-5 years. AUM size open

Extended Profile Information

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