$70MM AUM | $545,000 GDC in Wayne, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Wayne, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$545,000.00
# of Accounts
150
Avg Client Age
65
Overview

I am an independent advisor with my own franchise in Wayne New Jersey and expanding/moving my main office to Morristown, NJ. I currently live in Morristown, New Jersey. I have been licensed and working in the business for over 15 years and am a practicing CFP with over $70M in AUM looking to grow.

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