$200MM AUM | $900,000 GDC in Saddle Brook, NJ

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Saddle Brook, NJ, US
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
250
Avg Client Age
65
Overview

We are an experienced father and son Wealth Management Team. Through our customized approach in Financial Planning and Asset Management we deliver sophisticated advice to our clients. We welcome meetings with financial advisors who are considering succession planning.

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