$15MM AUM | $190,000 GDC in Pine Brook, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Pine Brook, NJ, US
Fee 0% Commission 100%
Gross Revenue
$190,000
# of Accounts
228
Avg Client Age
55
Overview

Independent RIA who also conducts a fair amount of life insurance planning and some broker dealer business for clients. I hope to find a practice that I could eventually purchase or merge into mine.

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