$5MM AUM | $50,000 GDC in Summit, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Summit, NJ, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
1
Avg Client Age
45
Overview

I am seeking to acquire 50%-100% of an existing RIA business. Ideally, I am interested in offering a comprehensive financial planning, insurance and money management solution. I can bring PM skills, analytics and energy to grow the business. I am a CFA, CFP, equity & credit analyst and was sole PM of a successful hedge fund.

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