Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Red Bank, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$105,000.00
Gross Revenue
$105,000,000.00
# 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 Practice of an Advisor that is interested in retiring in 3-5 years. AUM size open

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