$70MM AUM | $665,000 GDC in Fairfield, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Fairfield, NJ, US
Fee 0% Commission 100%
Gross Revenue
$665,000.00
# of Accounts
322
Avg Client Age
58
Overview

Financial Planning oriented practice focused on family dynamics using a goals based approach. I may be interested in acquiring small single advisor practices of those owners looking to retire or leave the business over a 2-3 year period of time.

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